Google is in talks with Samsung to make memory components for its future AI chip, signaling that demand for advanced chip manufacturing has become so tight that even major tech firms need backup suppliers beyond TSMC.

What happened: Google is reportedly in talks with Samsung to manufacture a memory input-output die for a future TPU chip called Icefish, while TSMC would continue making the main computing engine using its 1.4-nanometer process.

Why it matters: The talks likely reflect limited capacity at TSMC rather than a full shift away from the company—a sign that demand for advanced AI chip manufacturing is so strong that major customers may need backup options to secure supply for future AI workloads.

What to watch: Splitting chip production across different manufacturers can add complexity and may affect yields and costs, so the arrangement carries risks even as it aims to solve Google's supply challenges.