Alphabet’s Google is negotiating with Samsung Electronics to produce a component for its next-generation AI accelerator, codenamed Icefish. This move aims to diversify Google’s semiconductor supply chain beyond its primary partner, Taiwan Semiconductor Manufacturing Co. (TSMC). A global capacity shortage for advanced AI chips is driving the shift.
TSMC will reportedly manufacture the main computing engine using its 1.4nm technology. Samsung will utilize its 2-nanometer process to produce a separate component connecting the chip to memory.
This collaboration represents a major win for Samsung’s foundry business as it seeks more AI chip clients. The Icefish chip remains in the design phase. Mass production could begin as early as 2028.