On July 31, analysts at Fubon Research stated that Google's TPU production could reach 12 to 15 million units in 2028, potentially surpassing or approaching Nvidia's annual data center AI GPU shipments. Therefore, Google will need to rely on Intel Foundry (especially its advanced packaging capacity) to make up for insufficient supply from TSMC.

On July 31, analysts at Fubon Research stated that Google's TPU production could reach 12 to 15 million units in 2028, potentially surpassing or approaching Nvidia's annual data center AI GPU shipments. Therefore, Google will need to rely on Intel Foundry (especially its advanced packaging capacity) to make up for insufficient supply from TSMC.

智通财经2026/07/31 08:26

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July 31 — According to analysts at Fubon Research (Fubon Securities), Google's TPU production in 2028 could reach 12–15 million units, possibly exceeding or approaching Nvidia's data center AI GPU shipments for that year. As a result, Intel Foundry (especially its advanced packaging capacity) will be needed to make up for the insufficient supply from TSMC.

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