
Investors typically watch Advanced Micro Devices (AMD-US) and Marvell Technology (MRVL-US) as they rush into Google's TPU (Tensor Processing Unit) customization chip partnerships, potentially positioning themselves as rivals to MediaTek (2454-TW). This move has raised concerns among observers that it might lead to a loosening of orders. However, a report from a U.S.-based foreign investment firm issued today suggests otherwise, indicating that these actions are more likely to be beneficial for the companies involved.