Google linked with Samsung deal for next-gen AI chip
Google reportedly is in discussions with Samsung Electronics to manufacture part of its next-generation AI processor, which could include using the latter’s 2-nanometer production technology.
The Information reported Google plans for TSMC to produce the main computing component of its tensor processing unit (TPU), codenamed Icefish, while Samsung may manufacture a component which helps connect it to memory.
Reuters reported the tech giant is also working with chip designer MediaTek on the overall design. Icefish is still in development, with mass production possible as early as 2028.
Landing the deal would be a major boost for Samsung’s foundry ambitions, strengthening an effort to win more advanced chip manufacturing business.
Its 2nm process would allow more transistors to be packed into smaller chips, improving performance, energy efficiency and AI capabilities, Reuters noted. It added the South Korean vendor is also considering a second Texas plant to expand output.
The reports are the latest indication Google is looking to reduce its reliance on TSMC, which is struggling to keep pace with surging AI demand and could prove a bottleneck for the wider industry.
Earlier this week, The Information also reported Google is in talks with Intel to manufacture more than three million TPUs in 2028.
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