Google's chip project expanding?
Does Google want to compete with Nvidia?
All well and good, but are there companies behind the scenes driving the train?
Today we reveal to you the companies traded on Wall Street that are responsible for the supply chain of Google's TPU chips.
Design partners:
1 - Broadcom ($AVGO): A chip giant that provides network solutions and custom processors.
It is a key partner in the Ironwood/Ghostfish and Sunfish models.
Manufacturing and packaging (CoWoS Foundry):
2 - Taiwan Semi ($TSM): The world's largest chip manufacturer, responsible for advanced manufacturing of Ironwood/Ghostfish and Sunfish models.
TSMC produces about 90% of global AI chips, including for Nvidia and Google.
3 - Amkor Technologies $AMKR: A leading chip packaging company, a partner in Zebrafish.
Specializes in advanced AI packaging. Traded as AMKR.
Module assembly:
4 - Celestica ($CLS): A Canadian electronic manufacturing services (EMS) provider, responsible for module assembly in Ironwood/Ghostfish. Benefits from AI demand.
5 - Jabil ($JBL): An American global EMS, a partner in Sunfish and Zebrafish. Manufactures modules for AI and 5G technology.
Rack integration:
- Jabil ($JBL): As noted, here too – responsible for rack integration in Ironwood/Ghostfish.
6 - Flex ($FLEX): An Irish-American EMS company, a partner in Sunfish and Zebrafish integration.
Specializes in flexible manufacturing for data centers.
PCB boards and CCL (Copper-Clad Laminate) materials:
7 - TTM Technologies ($TTMI): A manufacturer of advanced PCB boards, a partner in Ironwood/Ghostfish. Essential for complex AI chips.
Cables and networking:
8 - Amphenol ($APH): A global leader in cables and connectors, Tier 1 in Ironwood/Ghostfish. Benefits from demand for high-speed AI networks.
9 - Lumentum ($LITE): An optics and lasers supplier, provides OCS (Optical Components) components in Sunfish.
We will continue to dig beneath the surface and bring you the highest level of information.