NuAxiSemiconductor trade intelligence

RT NEWS: #Google’s TPU v9, involving #MediaTek, could face delays, with shipments potentially slipping to 1Q28. Meanwhile, #ByteDance may purchase da...

What happened

Google’s TPU v9 involving MediaTek could face delays, with shipments potentially slipping to 1Q28; meanwhile, ByteDance may purchase data center chips from MediaTek. The source does not state the cause.

Impact and signal

Low impactImpact score: 0/100

Affected components and suppliers

TPU v9

MediaTek

TPU v9MediaTekByteDanceAIASIC

Source and time

Source: TrendForce Official (Market Data) · 10/19/2026 · View original source

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MediaTek's Google TPU v9 faces potential delay over glass substrate yields, but 2026 orders remain strongDigiTimes Asia · 10/19/2026
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[News] MediaTek’s Google TPU v9 Shipments May Slip to 1Q28; ASIC Race Heats Up as Taiwan Firms Eye OpportunitiesTrendForce · 10/18/2026
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RT NEWS: #Google’s TPU v9, involving #MediaTek, could face delays, with shipments potentially slipping to 1Q28. Meanwhile, #ByteDance may purchase da...

What happened

Impact and signal

Affected components and suppliers

Source and time

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