Google is in discussions with Samsung to produce components for its next-generation Tensor AI chips, according to multiple reports. The talks come as the search giant faces a capacity crunch at TSMC, the Taiwanese chipmaker that currently dominates advanced semiconductor manufacturing.
According to reporting cited by Neowin, Samsung could take on production of Google's next-gen Tensor chips, though IndexBox notes that TSMC is still expected to hold the primary manufacturing role. The arrangement, if finalized, would see Samsung serve as a secondary or complementary supplier rather than a full replacement.
The potential deal reflects a broader trend among major tech companies to diversify their chip supply chains. TSMC's fabs are under intense pressure from demand driven by the AI boom, with clients ranging from Apple to Nvidia competing for limited manufacturing slots. Google, which designs its own Tensor chips for Pixel devices and its data centers, appears to be hedging against that bottleneck.
Samsung, which operates its own advanced foundry business, has been eager to win high-profile customers as it works to close the gap with TSMC on cutting-edge process nodes. A Google deal would be a significant win for Samsung's semiconductor division.
The reports describe the situation as ongoing talks, not a signed agreement, so the partnership is not yet confirmed. Still, the story underscores how the race for AI computing power is reshaping the global chip industry — and why securing manufacturing capacity has become as strategically important as designing the chips themselves.