谷歌TPU需求热度预计持续至2027年，但CoWoS和DRAM供应或成为瓶颈_老虎社区_美港股上老虎

谷歌TPU需求热度预计持续至2027年，但CoWoS和DRAM供应或成为瓶颈

超能网12-10

近日谷歌的TPU成为了业界的一个热门话题，随着传出谷歌扩展TPU的使用，加上获得了Meta的青睐，业界不少人认为有可能成为英伟达AI加速器的可靠替代品。传闻谷歌正在开发新的TPU，2027年发布的TPU v9可能采用英特尔的EMIB先进封装技术。据DigiTimes报道，随着谷歌TPU的需求攀升，引发了供应链和市场的高度关注，预计热度将持续到2027年，成为市场中最有量产规模的ASIC。有业内人士...

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