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SemiAnalysis Cuts Google TPU Forecast as MediaTek Shares Drop Over 4%

Alphabet (Google) logoAlphabet (Google)
Sig2.28Sen-2.62Env0.00Soc0.00Gov0.00
MediaTek logoMediaTek
Sig2.15Sen-4.10Env0.00Soc0.00Gov0.00

MediaTek faced heavy selling pressure on Aug. 17, falling more than 4% early as CoWoS-S advanced packaging capacity ramp challenges led SemiAnalysis to cut shipment expectations for Broadcom’s Google-related TPU projects. TPU v7 Ironwood and TPU v8i Sunfish 2026 output were revised down, with full-year totals reduced versus prior estimates.

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