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Google in talks with Samsung to make part of next-gen chip, The Information reports

Daniel Nenni

Daniel Nenni

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June 11 (Reuters) - Alphabet's Google is in talks with Samsung Electronics to manufacture part of its next-generation artificial intelligence processor, The Information reported on Thursday, citing two ‌people familiar with the matter. Google plans for TSMC to make the main computing part of the tensor processing unit, codenamed "Icefish", while Samsung may produce a component that helps connect it to memory using its 2-nanometer production technology, the report said.

 
Not sure why this is news but everyone is "talking" to TSMC, Intel Foundry, and Samsung Foundry for 2nm and 1.4nm designs. What they are really doing is evaluating the PDKs and cost schedules. The number one requirement here is trust and a big part of that is yield.

Bottom line: The NOT TSMC Market is alive and well at 2nm and 1.4nm. Exciting times in the semiconductor industry, absolutely.
 
Daniel Nenni said:
Not sure why this is news but everyone is "talking" to TSMC, Intel Foundry, and Samsung Foundry for 2nm and 1.4nm designs. What they are really doing is evaluating the PDKs and cost schedules. The number one requirement here is trust and a big part of that is yield.

Bottom line: The NOT TSMC Market is alive and well at 2nm and 1.4nm. Exciting times in the semiconductor industry, absolutely.
Click to expand...

Maybe I'm old, but there's a lot of products I'd just be happy to see 3nm versions of :)
 
Daniel Nenni said:
Not sure why this is news but everyone is "talking" to TSMC, Intel Foundry, and Samsung Foundry for and 1.4nm designs. What they are really doing is evaluating the PDKs and cost schedules. The number one requirement here is trust and a big part of that is yield.
Click to expand...
exactly, everyone is looking at suppliers . Everyone looked at 18A back in 2021/2022.

TSMC is still the "best supplier" but you need leveraga, back up plans, expecially since TSMC is not going to limit AMD, Nvidia, Apple.

I expect in 2028, we are going to see a lot of "we have not ramped [non-tsmc supplier] into production but they are a key partner for us and we plan to do work on the next generation with them." The official 'you are just a backup' statement
 
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