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StatementDog | AI & Tech Supply Chains
@statementdog
Tracking the companies and technologies behind the AI buildout. Research informed by company interviews, site visits, analysts, and industry experts.
Joined June 2024
134 Following    4.7K Followers
Google’s TPU v9 could use fewer PCB layers than Amazon’s Trainium 4 while requiring more HDI build-up steps. We think total layer count alone would understate the manufacturing work involved. Taiwan sell-side research points to a 3-28-3 HDI design for Trainium 4 in Q3 2027 and a 6-12-6 design for TPU v9 in Q4 2027. That works out to 34 total layers for Trainium 4 and 24 for TPU v9. But TPU v9 would have six HDI build-up layers on each side of its inner stack, versus three for Trainium 4. Those outer layers are added through sequential lamination, with laser-drilled microvias connecting them. More build-up layers add processing steps and place greater demands on alignment and interconnect reliability. For AI PCB suppliers, the two designs would create different production requirements. High-layer-count capability and the ability to reliably manufacture deeper HDI structures both matter as cloud providers develop their next custom chips. $GOOG $AMZN
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