[GF Securities: Market Underestimates the Potential of MediaTek and Google's Collaboration; Broadcom and Qualcomm Orders May Be Affected] According to a report by Jinse Finance, on July 1, the supply chain landscape for Google's next-generation AI chip TPUv9 (codenamed 'Triggerfish') is undergoing a profound transformation. A recent report from GF Securities reveals that Google has chosen MediaTek over Broadcom or Qualcomm to build its ninth-generation Tensor Processing Unit (TPU), marking a significant shift in Google's custom chip strategy. Previously, during its early June earnings call, Broadcom confirmed for the first time that Google is seeking to introduce other chip suppliers, indicating that Broadcom will lose its exclusive supplier status for Google's TPU-related design orders.