郭明錤｜Ming-Chi Kuo@mingchikuo

2026-06-22 13:10·10天前

AI 摘要

郭明錤爆料，Google基于TPU v9 / Humufish开发升级版芯片Triggerfish，由MediaTek独家代工。相比Humufish，Triggerfish的SRAM容量提升2-3倍，新增模拟die（用于强化学习和AI智能体协同），内存升级至HBM4E（Humufish为HBM4），强化推理能力以缓解CPU墙和内存墙。Humufish生命周期出货量约400-500万颗，Triggerfish追加订单100-200万颗，预计2027年底试产、2028年放量，单价高约30%，有望推动联发科2028年业绩增长。

Google and MediaTek Deepen TPU v9 Collaboration with Upgraded Triggerfish， Targeting AI Agents， Reinforcement Learning， and Effective Compute Maximization

My latest industry checks indicate that Google is developing an upgraded v9 chip， likely codenamed Triggerfish， based on TPU v9 / Humufish， with MediaTek exclusively securing this new， higher-priced order.

This upgraded chip is a Humufish-based follow-on program， positioned as a v9 variant with stronger inference capabilities that can help mitigate both the CPU wall and the memory wall. The project also further confirms MediaTek as Google's preferred development partner for the TPU v9 generation.

The key differences between this v9 variant and Humufish are： SRAM capacity is significantly increased to 2-3 times that of Humufish， a new simulation die is added， and memory is upgraded to HBM4E， versus HBM4 on Humufish.

Beyond local TPU management and training / inference mode switching， the newly added simulation die's likely role centers on reinforcement learning （RL） and AI-agent coordination.

The larger SRAM keeps more of the active working set required by RL and AI agents local to the TPU， reducing data-movement costs and improving efficiency in the ultra-low-latency decode stage.

With Humufish lifetime shipments still estimated at 4-5 million units， Google is adding an incremental Triggerfish order of 1-2 million units， with production expected to begin in late 2027 and ramp in volume in 2028. As Triggerfish carries a unit price roughly 30% higher than Humufish， it could become an incremental driver of MediaTek's 2028 business momentum.

智能体 Google 推理行业动态

郭明錤｜Ming-Chi Kuo@mingchikuo · X

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2026-06-22 13:10·10天前

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AI 摘要

Google and MediaTek Deepen TPU v9 Collaboration with Upgraded Triggerfish， Targeting AI Agents， Reinforcement Learning， and Effective Compute Maximization

My latest industry checks indicate that Google is developing an upgraded v9 chip， likely codenamed Triggerfish， based on TPU v9 / Humufish， with MediaTek exclusively securing this new， higher-priced order.

This upgraded chip is a Humufish-based follow-on program， positioned as a v9 variant with stronger inference capabilities that can help mitigate both the CPU wall and the memory wall. The project also further confirms MediaTek as Google's preferred development partner for the TPU v9 generation.