[情報] Google轉向與聯發科合作 博通股價下跌

標題：Broadcom shares dip on potential Google partnership shift

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Investing.com -- Broadcom (NASDAQ: NASDAQ:AVGO) shares fell 1.3% amid news that Google (NASDAQ:GOOGL) may partner with MediaTek for the production of the next version of its Tensor Processing Units (TPUs), potentially diminishing Broadcom’s share in the lucrative AI chip market. While Broadcom has been Google
’s exclusive partner for AI chips over the past nine years, the new arrangement with MediaTek, reported by The Information, could see Broadcom having to share the TPU business with a competitor.
The report indicates that Google’s decision to consider MediaTek stems from cost savings and the Taiwanese firm’s strong relationship with Taiwan Semiconductor Manufacturing Co. (TSMC), which manufactures the chips. Despite this development, Broadcom remains in discussions with Google to continue co-designing some of the AI chips. However, the prospect of shared business comes at a time when Broadcom has been publicly highlighting the potential billions in revenue from TPUs and custom AI chips in the coming years.
TPUs have been key to Google’s AI strategy, reducing its reliance on Nvidia (NASDAQ:NVDA) and providing a competitive edge as demand for AI capabilities skyrockets. Google’s investment in TPUs is significant, with spending estimated between $6 billion and $9 billion last year. Although Google may shift some of its chip orders to MediaTek, it remains one of Nvidia’s largest customers,
renting out chips to cloud customers and utilizing them internally.
The move by Google reflects the intense competition and innovation in the AI chip industry, where companies like Nvidia and Google are vying for dominance with large language models and other AI applications. The potential change in Google’s partnership for TPU production underscores the dynamic nature of the
tech industry’s supply chain relationships and the ongoing search for cost efficiencies and strategic advantages.

Investing.com——博通（Broadcom，NASDAQ: AVGO）股價下跌1.3%，原因是有消息稱Goo
gle（NASDAQ: GOOGL）可能與聯發科（MediaTek）合作生產下一代張量處理單元（TPU），這可能會削弱博通在利潤豐厚的AI晶片市場中的份額。過去九年來，博通一直是Google的AI晶片獨家合作夥伴，但根據《The Information》報導，Google與聯發科的新合作安排可能會讓博通不得不與競爭對手分享TPU業務。

報導指出，Google考慮與聯發科合作的原因在於成本節省，以及聯發科與台積電（TSMC）的緊密關係，而台積電是這些晶片的製造商。儘管如此，博通仍在與Google討論，繼續共同設計部分AI晶片。然而，在博通公開強調TPU和客製化AI晶片未來將帶來數十億美元營收的關鍵時刻，這種業務共享的前景可能帶來影響。

TPU對Google的AI策略至關重要，幫助其減少對輝達（Nvidia，NASDAQ: NVDA）的依賴，並在AI需求激增的時代提供競爭優勢。Google對TPU的投資規模龐大，去年估計投入約60億至90億美元。儘管Google可能將部分晶片訂單轉向聯發科，但它仍然是輝達的重要客戶之一，不僅向雲端客戶出租晶片，還在內部廣泛使用。

Google的這一舉措反映出AI晶片產業內的激烈競爭和創新，包括輝達和Google在內的企業都在爭奪大型語言模型和其他AI應用的市場主導地位。這種可能的合作夥伴變更，凸顯了科技產業供應鏈關係的動態變化，以及企業在尋求降低成本和獲取戰略優勢過程中的不斷調整。

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