Key insights
- Google is reportedly in talks with Samsung to manufacture a component for its next-gen AI chip, potentially using Samsung's 2nm technology. This diversification from TSMC, driven by high AI chip demand and capacity constraints, could signal a shift in the semiconductor supply chain. While TSMC would still handle the core computing engine, Samsung's involvement in producing the memory I/O die could impact market dynamics and competition among foundries.
Investing.com -- Google is in discussions with Samsung Electronics to produce a component for its next-generation artificial intelligence chip, according to a report from The Information, citing sources familiar with the matter.
The talks center on using Samsung’s 2-nanometer production technology to manufacture a memory input-output die for Google’s upcoming 10th-generation Tensor Processing Unit, code-named Icefish. The chip could enter mass production as early as 2028.
The move comes as Taiwan Semiconductor Manufacturing Co. faces a manufacturing capacity shortage driven by high demand for AI chips, particularly from Nvidia. Google has historically relied on TSMC for chip production.
Under the current design plan, TSMC would continue to handle the most demanding part of the chip, the computing engine, using its 1.4 nm technology. Samsung would produce the component that links the chip to memory.
Google is working with Taiwanese chip designer MediaTek on the project.
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