PCB Technology: Overcoming High Technical Barriers

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Google TPU V7 is accelerating its launch, with a strong recommendation for SH Technology.

Hello leaders, CNBC reports that Google’s AI chip Ironwood (TPU V7) will be fully launched in the coming weeks, with a strong recommendation for core supplier SH Technology:

âž  Google TPU V7 began testing in April 2025 and will become Google’s main product in 2026 after its launch;

âž  In terms of PCB, it is expected to adopt an M8 high-layer design, upgrading the number of layers to 34/36, with the value of a single chip corresponding to the PCB doubling compared to the previous generation TPU V6.

Focus on SH Technology: Google V7 will have a significant share supplied by them, #recently Google has significantly increased orders; additionally, Google will switch the PCB design from high-layer to HDI in the TPU V8 product in 2027, #with Shenghong as the global leader in HDI, their share and value are expected to further increase.

Previously, the market expected SHKJ to reach 12 billion next year. However, with the acceleration of orthogonal backplanes and major North American CSP customers increasing orders, #the company’s performance in 2026 is expected to significantly exceed expectations.

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