Intel shares rise on Google TPU report, analyst disputes manufacturing role
The Information said Google ordered more than 3 million TPUs from Intel and that Google and Nvidia were assessing Intel’s 18A, advanced packaging and backup manufacturing role, but analyst Jukan said TSMC makes TPU v9 logic chips.
Fact Check
The Information published the originating article 'Google and Nvidia Consider Intel as Backup Chip Manufacturer' by Qianer Liu, directly matching the claim's framing. Two independent Chinese financial newsflashes (Odaily and BlockBeats) on 2026-06-08 cite this report and confirm the specific details: Google ordered over 3 million TPUs from Intel, Google and Nvidia are evaluating Intel's 18A process and advanced packaging as backup manufacturing options, and Intel premarket gains widened to 10%. The report is from a credible primary outlet and consistently corroborated.
Summary
Intel shares rose as much as 10% in premarket trading on June 8 after The Information reported that Google ordered more than 3 million TPUs from Intel and that Google and Nvidia were evaluating Intel’s 18A process, advanced packaging and a potential backup manufacturing role. Citrini analyst Jukan later challenged that characterization on X, saying Intel only packages Google’s TPU v9 while TSMC produces the logic chips. Separately, Odaily reported Intel rose as high as $113 before pulling back to $107.
Terms & Concepts
- TPU: Tensor Processing Unit, an AI-focused chip used to accelerate machine-learning workloads.
- 18A process: Intel’s advanced chip manufacturing node.
- advanced packaging: Semiconductor assembly and integration techniques that connect chip components into a finished high-performance product.