Google’s next TPU chip reportedly delayed by three weeks
Google’s TPU v9 tape‑out has been pushed to January 2027, mass production to Q2 2027 and shipments to Q1 2028 after a redesign delay of about three weeks. Packaging substrate yields remain low, at 45‑50%. GF Securities notes the delay is a quarter‑length setback but does not signal a demand problem.
Key points
- Google’s TPU v9 tape‑out pushed to Jan 2027, mass production Q2 2027, shipments Q1 2028 after a three‑week redesign delay.
- GF Securities says Marvell remains well‑positioned in Google’s chip supply chain, though the delay has limited direct impact on its stock.
Marvell Technology Inc. remains well‑positioned in Google’s chip supply chain, though the delay has limited direct impact on its stock. EPS is projected to rise 48.59 % this fiscal year and 72.58 % next year, with long‑term targets of roughly $80 billion revenue and $30 non‑GAAP EPS by 2030.
GF Securities analyst Jeff Pu highlights strong demand for Google’s TPUs from Google and external customers such as Anthropic. Hedge‑fund ownership of Marvell grew from 79 funds at the end of Q1 2026 to 96 at the end of Q2 2026, while short interest was 3.21 % of float as of September 30 2026.
Google’s Next AI Chip Is Running Late. Why Marvell May Be Fine
insidermonkey.com · 19 October 2026
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