Topic
foundry
2 articles
Deep Signals ·
Google's Intel TPU Deal Signals the End of CoWoS Monopoly
Advanced packaging — not wafers — is the binding constraint on AI compute, and Google's reported 3-million-TPU order to Intel is the first crack in TSMC's CoWoS chokehold.
Briefings ·
Signal Briefing: June 11, 2026
China drafts a $295B national AI data center grid targeting 80% domestic silicon, while Google locks in Intel for more than 3 million TPU packages in 2028 — two moves that together reshape the medium-term chip supply chain on both sides of the Pacific.