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郭明錤|Ming-Chi Kuo
@mingchikuo
香港天風國際證券分析師,分享科技產業趨勢觀察|TF International Securities (HK) analyst sharing tech trend insights
Joined March 2011
394 Following    249.4K Followers
Google and MediaTek Deepen TPU v9 Collaboration with Upgraded Triggerfish, Targeting AI Agents, Reinforcement Learning, and Effective Compute Maximization 1. My latest industry checks indicate that Google is developing an upgraded v9 chip, likely codenamed Triggerfish, based on TPU v9 / Humufish, with MediaTek exclusively securing this new, higher-priced order. 2. This upgraded chip is a Humufish-based follow-on program, positioned as a v9 variant with stronger inference capabilities that can help mitigate both the CPU wall and the memory wall. The project also further confirms MediaTek as Google’s preferred development partner for the TPU v9 generation. 3. The key differences between this v9 variant and Humufish are: SRAM capacity is significantly increased to 2–3 times that of Humufish, a new simulation die is added, and memory is upgraded to HBM4E, versus HBM4 on Humufish. 4. Beyond local TPU management and training / inference mode switching, the newly added simulation die's likely role centers on reinforcement learning (RL) and AI-agent coordination. 5. The larger SRAM keeps more of the active working set required by RL and AI agents local to the TPU, reducing data-movement costs and improving efficiency in the ultra-low-latency decode stage. 6. With Humufish lifetime shipments still estimated at 4–5 million units, Google is adding an incremental Triggerfish order of 1–2 million units, with production expected to begin in late 2027 and ramp in volume in 2028. As Triggerfish carries a unit price roughly 30% higher than Humufish, it could become an incremental driver of MediaTek’s 2028 business momentum.
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