Google's Triggerfish Chip to Boost AI Performance with Enhanced Memory

Google's GOOGL stock dipped in premarket trading on Monday after a breakout week that saw gains of 2.3%, snapping a five-week slide.

The dip comes as Alphabet, Inc. is reportedly developing an upgraded version of its TPU v9 AI chip, codenamed Triggerfish, with Taiwanese company MediaTek as its exclusive development partner.

According to Ming-Chi Kuo, the new chip will feature a substantial memory upgrade, including SRAM capacity that is two to three times larger than Humufish and support for next-generation HBM4E memory.

Kuo estimates lifetime shipments of Humufish at roughly 4 million to 5 million units, with Triggerfish expected to add another 1-2 million units, starting production in late 2027 and ramping up in 2028.