Google has signed an agreement with Intel for more than 3 million TPU units to be produced in 2028. This decision comes after the company spent months testing Intel’s advanced packaging technologies.

According to information based on industry sources, this move by Google indicates a significant change in its chip production strategy. The solutions offered by Intel create a new alternative for the production of high-performance processors.

Intel’s Advanced Packaging Technology Stands Out

It is stated that Nvidia is also in talks with Intel for processors with Feynman architecture, which it plans to launch in 2028. These new generation processors are aimed to be designed to combine four different GPU dies in a single unit.

SK hynix is ​​testing the compatibility of its high bandwidth memories with Intel’s packaging technology. The company is closely examining whether the infrastructure Intel offers meets the high standards required by contemporary accelerators.

TSMC’s CoWoS process, which is currently considered the standard in the industry, has reached its capacity end due to heavy demand for more than two years. This situation leads chip manufacturers to search for alternatives.

EMIB Technology is a Critical Alternative for Cutting

EMIB, the embedded multi-die medium contact bridge developed by Intel, offers a valuable option for manufacturers in the field. This technology is seen as one of the rare alternatives capable of large-scale production by the end of the decade.

These developments in the high-performance processor market reveal how the balances in the supply chain may change. Intel’s production capacity is set to play a key role in the future plans of major technology companies.

Especially with the increasing demand for artificial intelligence accelerators, packaging technologies have become one of the most critical stages of chip production. Intel’s EMIB technology offers a strategic solution for companies that want to overcome bottlenecks in this field.

The fact that giants such as Google and Nvidia are turning to Intel strengthens the company’s thesis in the field of foundry services. We will see together what results these collaborations will produce in the hardware world in the coming years.

How do you think Google and Nvidia’s work with Intel will affect the competition in the chip production market?