Google in talks with Samsung for 'Icefish' chip
Analysis based on 11 articles · First reported Jun 11, 2026 · Last updated Jun 11, 2026
This potential collaboration between Alphabet Inc.'s Google and Samsung Electronics could significantly impact the semiconductor industry by diversifying the AI chip supply chain. It would be a major boost for Samsung Electronics's contract chip-manufacturing business, while potentially reducing Alphabet Inc.'s Google's reliance on TSMC, which faces capacity constraints.
Alphabet Inc.'s Google is reportedly in talks with Samsung Electronics to manufacture a component of its next-generation artificial intelligence processor, codenamed 'Icefish'. This move is part of Alphabet Inc.'s Google's strategy to diversify its chip manufacturing supply chain and reduce its reliance on TSMC, which is currently grappling with surging AI demand. While TSMC is expected to produce the main computing part of 'Icefish', Samsung Electronics may produce a component connecting it to memory using its 2-nanometer technology. The 'Icefish' chip is still in development, with mass production anticipated as early as 2028. Alphabet Inc.'s Google is also working with MediaTek on the design and has reportedly been in talks with Intel for manufacturing other TPUs. This development highlights Alphabet Inc.'s Google's efforts to establish its in-house AI chips as a viable alternative to Nvidia's dominant GPUs, driving growth for its cloud unit.
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