Google Discusses Chip Production with Samsung as TSMC Takes Primary Role – News and Statistics

Jun 11, 2026

Alphabet’s Google is in discussions with Samsung Electronics about manufacturing a portion of its upcoming chip, according to a report from The Information on Thursday. The report, which cited two unnamed sources, indicated that Google plans for Taiwan Semiconductor Manufacturing Company (TSMC) to produce the primary component of the chip, which carries the codename Icefish. Samsung may be tasked with manufacturing a separate element that facilitates the chip’s connection to memory, utilizing its 2-nanometer production technology.

The semiconductor industry is currently experiencing a capacity shortage, as TSMC, the largest contract chipmaker globally, strives to meet rising demand and prevent itself from becoming a bottleneck in the worldwide supply chain amid the artificial intelligence boom. Google has been working to position its in-house AI chips as a competitive alternative to Nvidia’s dominant graphics processing units. Sales of Google’s tensor processing units have become a growth driver for the company’s cloud revenue.

According to The Information, Icefish is still in the design phase and could potentially begin mass production as early as 2028. On Monday, The Information also reported, citing people familiar with the matter, that Google was in discussions with Intel to manufacture more than three million TPUs in 2028. Alphabet did not immediately respond to a request for comment, and Samsung Electronics was not immediately available for comment outside of regular business hours. Reuters could not independently verify the report.

This report provides a comprehensive view of the memories industry in South Korea, tracking demand, supply, and trade flows across the national value chain. It explains how demand across key channels and end-use segments shapes consumption patterns, while also mapping the role of input availability, production efficiency, and regulatory standards on supply.

Source