谷歌TPU需求增 2028年上看1500万颗 联发科鸿海等受惠

格隆汇
Aug 03
据台湾经济日报,Google传出有意扩大其张量处理器(TPU)订单动能,预计2028年TPU需求数量上看1500万颗,超越英伟达当前全年订单规模1300万颗,显示Google对TPU服务器建置力道强劲。机构看好,打入TPU供应链的台积电、联发科、鸿海、英业达等台厂都将受惠。 Google持续强化自家TPU算力建置,机构圈传出,Google对TPU v9订单规划积极,2028年拉货量上看1500万颗,若单纯以数量来看,Google届时将超越英伟达,成为全球最大AI运算芯片业者。机构看好,Google TPU动能强劲,将带旺相关协力厂。其中,台积电囊括Google TPUv9的2纳米制程订单,预计2028年投片量产,将是一大赢家。 IC设计方面,机构透露,联发科成功拿下Google的TPUv9订单,不论是否由Google自行与台积电投片生产,对联发科而言,都能拿下大笔委托设计费用。以Google 2028年TPU需求量高达1500万来看,联发科营运将大进补。 另外,Google积极建置自家TPU服务器,主要代工厂鸿海、英业达也将受惠。法人指出,鸿海负责L6至L10/L11的TPU服务器设计及代工组装,英业达则取得L10/L11的服务器机柜设计代工,随着后续Google对TPU服务器拉货力道逐年攀升,鸿海、英业达都有望吃下这波TPU服务器商机。 业界分析,Google强化TPU建置速度,应为自有模型推论需求,英伟达AI平台则将持续负责大型AI模型运算。

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