Taiwan Semiconductor Manufacturing Co. is reportedly manufacturing Google's first custom Arm-based CPU, Axion, utilizing its advanced 3nm process technology. This development positions Google among other major cloud providers investing heavily in in-house AI accelerator chips to enhance performance and control costs, with TSMC's affiliate Global Unichip providing design support for the new processor. The partnership underscores the immense demand for TSMC's most advanced nodes, driven by the artificial intelligence boom. The news follows TSMC's recent strong third-quarter earnings report, where the company highlighted robust demand from the AI and high-performance computing sectors as key growth drivers. This collaboration with Google for its data center chips reinforces TSMC's central role in the global AI infrastructure supply chain.