Google to Source Next-Gen TPU Memory from China's Changxin, Targeting 3.5M Unit Output by 2028

According to Sundar Pichai, CEO of Google's parent company Alphabet, the tech giant is considering sourcing memory chips from China-based Changxin Storage to support its next-generation TPU production. The move is driven by surging memory chip costs, which have prompted Google to seek alternative suppliers beyond Samsung, SK Hynix, and Micron. The potential procurement is planned to support production targets of 3.5 million customized AI chips by the end of 2028. Changxin Storage, which is rapidly expanding capacity, projects monthly wafer output will increase from approximately 200,000 units currently to 300,000 units by the end of 2026.
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