Jukan (@jukan05) “UBS models 2026 TPU shipments at 4.13 million units in total, consisting of 3.68” — TopicDigg
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UBS models 2026 TPU shipments at 4.13 million units in total, consisting of 3.68 million units from AVGO and 450,000 units from MTK.
For 2027, UBS models total TPU shipments at 9.87 million units, consisting of 6.76 million units from AVGO and 3.11 million units from MTK.
$AVGO
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