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Business manufacturing agreement

Google in talks with Samsung for 'Icefish' chip

Analysis based on 11 articles · First reported Jun 11, 2026 · Last updated Jun 11, 2026

Sentiment
40
Attention
6
Articles
11
Market Impact
General
Live prominence charts, article sentiment distribution, and event development timeline available on the Ergen Dashboard

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.

Semiconductor Technology

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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Samsung Electronics is in talks with Alphabet Inc.'s Google to manufacture a component of the 'Icefish' AI processor, which would be a significant win for its contract chip-manufacturing business and its 2-nanometer production technology.
Importance 95.0 Sentiment 50.0
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Alphabet Inc.'s Google is seeking to diversify its chip manufacturing supply chain for its next-generation AI processor, 'Icefish', reducing reliance on TSMC and potentially boosting its cloud unit's growth with in-house AI chips.
Importance 90.0 Sentiment 30.0
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TSMC is planned to make the main computing part of Alphabet Inc.'s Google's 'Icefish' processor, but Alphabet Inc. is looking to reduce reliance on TSMC due to surging AI demand and potential supply bottlenecks.
Importance 70.0 Sentiment 10.0
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Alphabet Inc.'s Google was also reported to be in talks with Intel to manufacture more than three million TPUs in 2028, indicating a broader strategy to diversify chip production.
Importance 40.0 Sentiment 10.0
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MediaTek is working with Alphabet Inc.'s Google on the design of the 'Icefish' AI processor.
Importance 30.0 Sentiment 10.0
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Alphabet Inc.'s Google's in-house AI chips are emerging as an alternative to Nvidia's dominant graphics processors.
Importance 20.0 Sentiment 0.0
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Samsung Electronics previously landed a $16.5 billion deal with Tesla, Inc. to make AI chips using its advanced process, demonstrating its capabilities in the field.
Importance 10.0 Sentiment 0.0
Samsung Electronics supplier Nvidia Samsung Electronics is a critical supplier of high-bandwidth memory (HBM) and foundry services to Nvidia, while also pur
Alphabet Inc. related TSMC
Alphabet Inc. related Intel
Alphabet Inc. related MediaTek
Alphabet Inc. competitor Nvidia Alphabet Inc. is a direct competitor to Nvidia in the artificial intelligence hardware market, developing its own custom
TSMC related Intel
TSMC related MediaTek
TSMC supplier Nvidia TSMC acts as the primary semiconductor foundry and critical manufacturing supplier for Nvidia's high-performance computi
TSMC related Tesla, Inc.
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