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Capacity Tightens: Google Selects Samsung for Co-Development of Next-Generation AI Chips
4 hour ago /
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Author：小编
Google's TPUs have previously been primarily manufactured by TSMC. However, TSMC's current AI chip orders are fully saturated, particularly due to the massive demand from NVIDIA, leading to tight production capacity. Meanwhile, Google's TPUs are gaining increasing adoption from external customers, with demand continuing to grow. To address this challenge, Google is actively expanding TPU production capacity, planning to achieve large-scale chip production through measures such as adding foundry partners and enhancing packaging technologies to meet market demand.
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