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Google to begin mass production of eighth-generation TPU in third quarter with Taiwan EMS partners

Saturday, January 10, 2026 at 12:49 AM

Google is accelerating its internal ASIC development with its eighth-generation TPU scheduled for mass production in Q3. The production demand is fueling major orders for Taiwan-based EMS providers including Foxconn, Quanta, Wistron, and Inventec. Inventec is specifically preparing L10-L11 TPU AI server shipments from its Texas facility starting in Q2, while Quanta expects significant ASIC growth by 2026. Google's TPU shipments are projected to reach over 3.3 million units this year.

Context

Google is set to begin mass production of its 8th-generation TPU in the third quarter of 2026, coinciding with the launch of Gemini 3.0 Pro. This expansion highlights Google’s aggressive push into custom ASIC hardware to support both its internal cloud infrastructure and external sales to AI startups like Anthropic. Analyst projections suggest total TPU shipments will reach 3.325 million units this year, with containerized server shipments hitting 32,000 to 36,000 units before potentially doubling by 2027. The shift toward ASIC-based AI servers is creating a massive revenue tailwind for Taiwan-based EMS partners. Inventec has secured major orders for TPU v7 and v8 projects, transitioning to high-level L10–L11 integration with mass shipments starting from its Texas facility in the second half of the year. Meanwhile, Foxconn, Wistron, and Quanta are diversifying their portfolios to capture the growing ASIC market, which is expected to represent 20% of the total AI server sector by 2026, further solidifying Taiwan's central role in the global AI supply chain.

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