After a report from The Information claimed that Intel would manufacture Google’s custom AI chips called tensor processing units (TPUs), analysts at Citi and JPMorgan have shared their thoughts on the matter. Intel’s foundry business and its EMIB-T packaging technology have been at the center of supply chain rumors lately as Google’s cooperation with it and capacity constraints at TSMC set it up as an alternative to the Taiwanese firm’s technology. However, JPMorgan believes that the chips discussed in the report will still be manufactured by TSMC, with Intel responsible for the packaging. Citi & JPMorgan Share Thoughts On Whether […]
Read full article at https://wccftech.com/intels-rumored-3-million-tpu-win-for-google-gets-cold-water-from-jpmorgan-which-calls-it-a-storm-in-a-teacup/