Google joining hands with MediaTek is a short-term noise. Broadcom, "standing in the light", is transitioning from TPU shadow to "AI factory" level full-stack vendor.

According to the Zhtng Finance and Economics APP, during the trading hours of Wednesday in the US stock market, Broadcom (AVGO.US), one of the major winners in the global AI boom, became one of the market focuses. Prior to this, the well-known Wall Street investment firm Wedbush Securities made a key comment on a media report stating that Taiwan's leading chip design company, MediaTek, may become the main cooperative design manufacturer for Google's Tensor Processing Unit (TPU), replacing Broadcom's long-standing partnership position in TPU AI computing power cluster.