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Google taps Intel for 3M+ TPUs in 2028 amid TSMC packaging crunch

Google has reportedly placed an order with Intel for over three million Tensor Processing Units (TPUs) to be manufactured in 2028. This move comes as TSMC's advanced packaging solutions, particularly CoWoS, are heavily oversubscribed through 2027, creating a bottleneck for AI chip production. Intel's EMIB packaging is being tested by SK Hynix for HBM integration and is seen as the only viable alternative for high-volume AI chip manufacturing in the near future. AI

IMPACT Secures critical AI chip manufacturing capacity for Google, potentially easing supply chain bottlenecks and validating Intel's advanced packaging solutions.

RANK_REASON Significant order for AI hardware manufacturing capacity, highlighting supply chain constraints and alternative provider emergence.

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AI-generated summary · Google Gemini · from 4 sources. How we write summaries →

Google taps Intel for 3M+ TPUs in 2028 amid TSMC packaging crunch

COVERAGE [4]

  1. Tom's Hardware TIER_1 English(EN) · Luke James ·

    Google reportedly books Intel for packaging more than 3 million TPUs in 2028 — SK hynix is testing Intel's EMIB packaging for HBM integration

    Google has placed an order for Intel to build more than 3 million of its TPUs in 2028 after months of testing Intel's advanced packaging.

  2. Mastodon — fosstodon.org TIER_1 English(EN) · [email protected] ·

    Google reportedly books Intel for packaging more than 3 million TPUs in 2028 — SK hynix is testing Intel's EMIB packaging for HBM integration Google has placed

    Google reportedly books Intel for packaging more than 3 million TPUs in 2028 — SK hynix is testing Intel's EMIB packaging for HBM integration Google has placed an order for Intel to build more than 3 million of its TPUs in 2028 after months of testing Intel's advanced packaging. …

  3. Mastodon — fosstodon.org TIER_1 English(EN) · [email protected] ·

    🎮 Google reportedly orders at least three million chips from Intel to arrive in 2028, as TSMC struggles to keep up with the AI boom Could Intel's Foundry effort

    🎮 Google reportedly orders at least three million chips from Intel to arrive in 2028, as TSMC struggles to keep up with the AI boom Could Intel's Foundry efforts be starting to pay off? 📰 Source: Latest from PC Gamer 🔗 Link: https://www.pcgamer.com/hardware/google-reportedly-orde…

  4. Mastodon — mastodon.social TIER_1 Deutsch(DE) · [email protected] ·

    RT @rohanpaul_ai: TRANSLATION: Information reports that Google has selected Intel to manufacture over 3 million Google TPUs in 2028. More at

    RT @rohanpaul_ai: TRANSLASION: Der Information berichtet, dass Google Intel ausgewählt hat, um über 3 Millionen Google-TPUs im Jahr 2028 herzustellen. mehr auf Arint.info # AI # Foundry # Google # Intel # Semiconductor # TPU # arint_info https://x.com/rohanpaul_ai/status/20639878…