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中文(ZH) 郭明錤：谷歌开发TPU v9改版芯片，联发科取得新增订单

Google upgrades TPU v9 chip, Alibaba releases HappyHorse 1.1

By PulseAugur Editorial · [1 sources] ·

Google is developing an upgraded version of its TPU v9 chip, codenamed Triggerfish, with MediaTek securing exclusive orders for the higher-priced component. This additional order, estimated between 1 to 2 million units, is expected to begin production in late 2027 and ramp up in 2028, potentially boosting MediaTek's revenue. Separately, Alibaba Group has released HappyHorse 1.1, an enhanced video generation model with significant improvements in dynamic expression, subject consistency, and audio capabilities, now available on Alibaba Cloud's Baishan and Qianwen Cloud platforms. AI

IMPACT Google's TPU upgrade signals advancements in AI hardware, while Alibaba's HappyHorse 1.1 release indicates progress in generative video capabilities.

RANK_REASON The cluster reports on a significant hardware development (Google's new TPU chip) and a notable AI model release (Alibaba's HappyHorse 1.1). [lever_c_demoted from significant: ic=1 ai=0.7]

Read on 36氪 (36Kr) →

AI-generated summary · Google Gemini · from 1 sources. How we write summaries →

Google upgrades TPU v9 chip, Alibaba releases HappyHorse 1.1

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0 / 100
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Research
The cluster reports on a significant hardware development (Google's new TPU chip) and a notable AI model release (Alibaba's HappyHorse 1.1). [lever_c_demoted from significant: ic=1 ai=0.7]
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Single-source cluster
Only one publisher covered this so far. Single-source stories can still rank when the publisher is high-authority, but they lack cross-source corroboration.
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infra, model release
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High
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Story freshness
96 days old
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COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Ming-Chi Kuo: Google develops revised TPU v9 chip, MediaTek secures new orders

    6月22日，天风国际证券分析师郭明錤最新产业调查显示，谷歌将在TPU v9/Humufish的基础上，开发代号可能是Triggerfish的升级版v9芯片，并由联发科独家取得此单价更高的新增订单。在Humufish生命周期400万‒500万颗出货预估不变下，谷歌额外追加100万-200万颗Triggerfish订单，预计2027年底开始生产、2028年放量；因Triggerfish单价较Humufish高约30%，有望成为联发科2028年营运动能的新增量。（界面）

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