Morgan Stanley Bullish on Broadcom's TPU Share
firstadopter · x · 2026-07-14
Morgan Stanley believes that while MediaTek's involvement in the TPU supply chain is real, it will not be disruptive.
Their core assessment is that AVGO (Broadcom) will remain the primary supplier for TPUs, maintaining a market share of around 80%. Current market rumors suggesting its share will drop to 50% or that it will eventually be replaced are premature.
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