companies / NASDAQ
Alphabet (Google)
Designer of the TPU programme; co-architects v7p/v8t/v8i and v9 with Broadcom + MediaTek; Cloud Next 2026 split TPU into training (8t) and inference (8i) SKUs.
近 30 天股價
市值 $4.08T
最新估值
尚未有估值資料。
在 BOM 上的位置
在 research 中被提到
- Google TPU v8 / v9 供應鏈拆解（Sunfish / Zebrafish 與第九代展望）
## 為什麼這次第八代要拆兩條線 Google 在 2026-04-22 的 Cloud Next 把第八代 TPU 拆成兩顆專用晶片，這是公司歷史上第一次明確把訓練（training）與推論（inference）SKU 分開設計： - **TPU 8t（代號 Sunfi…
- 光聖科技 (6442.TWO)：從光纖被動元件到 CPO 矽光子主動光源
… 光聖法說, 2026]。產能利用率 2025 年下半年達 100% 滿載 [vocus 光聖法說會, 2026-03-13]。 值得 weilab 收錄的原因有兩條：一是它以高芯數光纜在資料中心 scale-up 端切入 NVIDIA、Google、Meta、Microsoft 等大型客戶；二是轉投資合聖科技直接卡位 CPO 架構裡唯一的「主動光源」(ELS) 與光纖陣列 (FAU)，等於同一家公司同時站在被動與主動兩條 CPO 關鍵供應鏈上。 ## 2. 產品線拆解
財報 highlight
| 期別 | Revenue | Gross profit | Operating income | EPS | 毛利率 | 營益率 | YoY | QoQ | Source |
|---|---|---|---|---|---|---|---|---|---|
| 2026Q1 | $109.9B | $0 | — | — | 0.0% | — | +21.80% | -3.45% | yahoo-finance2 |
| 2025Q4 | $113.83B | $0 | — | — | 0.0% | — | — | +11.22% | yahoo-finance2 |
| 2025Q3 | $102.35B | $0 | — | — | 0.0% | — | — | +6.14% | yahoo-finance2 |
| 2025Q2 | $96.43B | $0 | — | — | 0.0% | — | — | — | yahoo-finance2 |
法說 / IR events
競爭對手
相關公司
在 BOM 上跟該公司同列出現的廠商 — 可能是同層 supplier、補位 source、或客戶端，不一定是競爭關係。
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