NuAxiSemiconductor trade intelligence

Even custom silicon isn’t going single-source anymore. #Google is turning the #ASIC game into a multi-source race.

What happened

Google expands its TPU roadmap, adding Marvell to its supplier base alongside Broadcom and MediaTek, with AMD potentially joining the TPU v10 race. This shift marks a move towards multi-source supply for custom silicon.

Impact and signal

Medium impactImpact score: 45/100

Affected components and suppliers

TPUASIC

Google BroadcomMediaTekMarvellAMD

supply-chaintpudiversification

Source and time

Source: TrendForce Official (Market Data) · 8/19/2026 · View original source

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Even custom silicon isn’t going single-source anymore. #Google is turning the #ASIC game into a multi-source race.

What happened

Impact and signal

Affected components and suppliers

Source and time

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