TPU v7 Ironwood Supplier Ring

Google with Broadcom · TPU v7 Ironwood · 32 supplier rows

The Google TPU v7 Ironwood is built from 18 component groups supplied by 24 named companies. None of 18 components has some US production today and one more has US production planned; 10 are not disclosed.

Supplier ring for Google TPU v7 Ironwood: 18 components arranged in a ring, each shaded by whether its best-known supplier makes it in the US, makes some in the US, plans US production, makes it abroad, or does not disclose where Accelerator CPU HBM Packaging PCB, substrate Tray ODM Rack build Scale-up switch Scale-up cable NIC Optics Power shelf Busbar Battery backup CDU Cold plates Quick disconnects Enclosure TPU v7 Ironwood9216 accelerators Made in US Some US volume US planned Made abroad Not disclosed
Supplier rows
32
Named suppliers
24
US now
0 of 18
US planned
1 of 18
Hub
Supply Chain

At a glance

Platform Summary

64-chip racks joined by optical circuit switches into one superpod. See Cluster Layer.

Google TPU v7 Ironwood at a glance
ItemValue
DesignerGoogle with Broadcom
AcceleratorTPU v7 Ironwood
Host CPUNot disclosed
Accelerators per unit9216 (Superpod)
Scale-up fabricInter-chip interconnect plus optical circuit switches
Scale-out fabricGoogle data center network
CoolingDirect-to-chip liquid
Power (kW)About 10 MW per superpod
StatusShipping, volume from 2025-H2

Supplier ring

Who Makes Each Component

Supplier ring for Google TPU v7 Ironwood
ComponentSupplierRoleMade inUS statusEvidenceNotes
AcceleratorTSMCSoleTaiwanTSMC Fab 18, TainanMade abroadClaimed SourceN3P wafer fab; no reported TSMC Arizona volume for Ironwood
AcceleratorBroadcomPrimaryTaiwanMade abroadClaimed SourceASIC design partner on training TPU v7p; SerDes IP; contract reported through 2031
AcceleratorMediaTekSecond sourceTaiwanMade abroadClaimed SourceReported I/O and SerDes design for cost-reduced TPU v7e; not confirmed by Google
CPUNot disclosedPrimaryNot disclosedCommitted Source224-vCPU host per four TPUs; Google does not name the processor
HBMSamsungPrimarySouth KoreaMade abroadClaimed SourceAbout 60% of Ironwood HBM3E via Broadcom; eight stacks and 192 GB per chip
HBMSK hynixSecond sourceSouth KoreaMade abroadClaimed SourceAbout 40% share; SK hynix Indiana HBM packaging plant not yet producing
Advanced packagingTSMCSoleTaiwanMade abroadClaimed SourceCoWoS; two compute dies per package
PCB and substrateGold Circuit ElectronicsPrimaryTaiwanMade abroadClaimed Source30-40 layer high-end PCB for TPU v7
PCB and substrateElite MaterialPrimaryTaiwanMade abroadClaimed SourceHigh-end copper clad laminate
PCB and substrateIbidenPrimaryJapanMade abroadClaimed SourceABF package substrate
PCB and substrateUnimicronSecond sourceTaiwanMade abroadClaimed SourceABF substrate for Google servers
PCB and substrateShinko ElectricSecond sourceJapanMade abroadClaimed SourceABF package substrate
Compute tray ODMInventecPrimaryNot disclosedClaimed SourcePrimary confirmed TPU ODM per analyst; also main TPU v6 supplier
Compute tray ODMFoxconnSecond sourceNot disclosedClaimed SourceCPU host compute trays at one per TPU rack; Wisconsin plant builds Google server parts since 2020
Compute tray ODMWiwynnSecond sourceMalaysiaMade abroadClaimed SourceExpanding ASIC server SMT capacity; Quanta and Mitac also competing for allocation
Rack integrationCelesticaPrimaryUnited StatesDallas-Fort Worth TXUS plannedCommitted SourceCelestica US capacity for Google TPU systems due 2027 in the Dallas-Fort Worth area
Scale-up switchGoogleIn-house MEMS optical circuit switch; Celestica buildsPrimaryNot disclosedClaimed SourceIn-house 300-port MEMS OCS; about 12000 units in 2026; ICI is on-die
Scale-up switchLumentumSecond sourceNot disclosedClaimed SourceExternal MEMS OCS; shares about 3000 external units with Coherent
Scale-up switchCoherentSecond sourceNot disclosedClaimed SourceExternal digital liquid crystal OCS
Scale-up cablingBizLinkPrimaryNot disclosedClaimed SourceIntra-rack ICI is copper; cable role per Taiwan broker summary
Scale-out NICNot disclosedPrimaryNot disclosedCommitted Source100 Gbps data center network per chip; NIC vendor not named
Optical transceiversInnoLightPrimaryChinaMade abroadClaimed SourceAbout 80% of Google 800G-plus orders in 2026 per TrendForce
Optical transceiversEoptolinkSecond sourceThailandMade abroadClaimed SourceRemainder of 800G-plus orders
Optical transceiversLandMark OptoelectronicsSecond sourceTaiwanMade abroadClaimed SourceLaser chip supplier in TPU v7 qualification; Morgan Stanley list
Power shelfDelta ElectronicsPrimaryNot disclosedClaimed SourceNamed TPU power supplier in Taiwan broker summary
Rack busbar and power distributionNot disclosedPrimaryNot disclosedClaimed No vendor found
Battery backup and capacitorsNot disclosedPrimaryNot disclosedClaimed No vendor found
Coolant distribution unitNot disclosedPrimaryNot disclosedCommitted SourceGoogle-designed in-row CDUs; six per rack with N+1; maker not named
Coolant distribution unitEnvicoolSecond sourceChinaMade abroadClaimed SourceIn talks only per Reuters; not a confirmed supplier
Cold plates and manifoldsAsia Vital Components (AVC)PrimaryNot disclosedClaimed SourceLiquid cooling for Google AI servers; bare-die split-flow cold plates
Quick disconnectsNot disclosedPrimaryNot disclosedClaimed No vendor found
Rack enclosureNot disclosedPrimaryNot disclosedClaimed No vendor found

US share

What Is Made in the US

  • Rack integration: Celestica, Dallas-Fort Worth TX. US planned.

Record

Dataset Record

Dataset
Supplier ring for Google TPU v7 Ironwood: 32 rows across 18 components
Sources
Company filings and press releases, SemiAnalysis, TrendForce, DigiTimes, KGI and Morgan Stanley via Taiwan press, Nvidia, AMD, Google, AWS, Microsoft, Cerebras; source link on each row
Last verified
October 2026