AVGO · News · 20260920N

TPU Supplier Diversification

Broadcom Inc. · 2026-09-20 · Importance 23 · Surprise 24

Google is diversifying suppliers for its custom TPU programs. The diversification could pressure Broadcom’s share of future TPU design work. Rising competition from other custom-chip suppliers adds risk to Broadcom’s future AI semiconductor opportunity.

Key facts

• Google's supplier diversification could pressure Broadcom Inc.'s share of future TPU design work. source