Google's TPU v10 turns multi-vendor, deepening MediaTek's ASIC role

Google's decision to open TPU v10 to multiple vendors marks a pivotal shift in its AI chip strategy. This move directly undermines Broadcom and MediaTek's current supply chain dominance, especially amid escalating U.S.-China tech decoupling. MediaTek may leverage this opportunity to deepen its TPU ecosystem involvement, but risks being locked into Google's technical standards. Competitors like NVIDIA and AMD are likely to accelerate in-house chip development to counter Google's expanding ecosystem. In the long term, this trend will reshape global AI chip supply chains, intensifying competition between Taiwan, China and the U.S. over advanced manufacturing. Companies must prepare for localized alternatives and supply chain resilience strategies.