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12 Jun 202627 Dhuʻl-Hijjah 1447 AH
Google Turns to Samsung as AI Chip Capacity Crunch Reshapes Global Supply Chains

Google Turns to Samsung as AI Chip Capacity Crunch Reshapes Global Supply Chains

The global chip industry is under pressure due to the AI boom, prompting Google to engage in advanced talks with Samsung for its next-generation TPU. Samsung will produce the input/output die while TSMC will handle the core compute using its 1.4-nanometer process. Google aims to diversify its production sources, targeting over three million TPUs by 2028. This shift highlights an urgent strategic necessity to reduce reliance on TSMC, which is currently facing production capacity constraints.

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