Digitimes reports that Google and MediaTek are reportedly deepening their ASIC partnership, as the SerDes race reaches...

Digitimes reports that Google and MediaTek are reportedly deepening their ASIC partnership, as the SerDes race reaches 448G speeds. While the full article is behind a paywall, the headline indicates a strategic expansion of Google's custom silicon efforts. This aligns with Google's continued investment in TPU and other custom chips for AI infrastructure. MediaTek is a key ASIC partner, and deeper ties could reduce Google's reliance on merchant silicon from Nvidia or others. Spillover to TSMC is likely as MediaTek uses TSMC for advanced manufacturing. The news is early and uncorroborated, hence low confidence.