Google May Choose Samsung's 2nm Process for I/O Die of Tenth-Generation TPU

According to foreign media reports, Google is developing its tenth-generation TPU, codenamed "Icefish", which is expected to enter mass production as early as 2028. Previously, most of Google's TPUs were manufactured by TSMC. However, Google plans to use TSMC's 1.4nm process for the core compute chip of the tenth-generation TPU, while adopting Samsung's 2nm process for the memory I/O Die. This move is interpreted as a strategy by Google to diversify its supply chain amid TSMC's near-full capacity utilization driven by surging AI demand.