Google, Samsung discuss Icefish AI chip production

Google is in discussions with Samsung Electronics to manufacture a component of its next-generation artificial intelligence chip, according to reports. The potential partnership would see production of the chip, codenamed "Icefish," split between Samsung and Taiwan Semiconductor Manufacturing Co. (TSMC), marking a strategic diversification of Google's semiconductor supply chain.

The reported arrangement would have TSMC produce the primary computing engine of the processor using its advanced 1.4-nanometer manufacturing node. Samsung would be tasked with producing a separate memory input-output die using its 2-nanometer process technology. The chip remains in the design stage and is not expected to enter mass production before 2028. Neither Google nor Samsung had publicly commented on the discussions as of Thursday.

This potential move comes as technology companies face increasing pressure on the global supply chain for cutting-edge semiconductors. TSMC, which has historically been Google's primary chip manufacturing partner, produces the vast majority of the world's advanced AI chips, including for companies like Nvidia and Apple. The surging demand for these components,...