Google is in talks with Samsung to manufacture a component of its next-generation AI processor, according to a report by The Information.
The chip, codenamed “Icefish,” is a tensor processing unit (TPU) designed for AI workloads. According to the report, Google plans for TSMC to produce the main computing portion of the chip, while Samsung may handle a component that connects it to memory, using Samsung’s 2nm production process.
MediaTek is involved in the chip’s design. “Icefish” remains in development, with mass production possible as early as 2028.
Landing the contract would be a significant win for Samsung’s foundry business. The company has been pushing to grow its contract chip manufacturing operations — in July 2025, it secured a $16.5 billion deal with Tesla to produce AI chips on the same 2nm process.
The talks are part of a broader effort by Google to reduce dependence on TSMC. Earlier this week, The Information reported that Google was also in discussions with Intel to manufacture more than three million TPUs in 2028.
Google’s in-house TPUs have grown into an alternative to Nvidia’s GPUs and a revenue driver for its cloud unit. In April, Google unveiled two new custom chips aimed at AI training and inference.
[Via Reuters]
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