Google is negotiating with Samsung Foundry to produce parts of its custom Tensor Processing Units, a move that could reshape the semiconductor supply chain powering the AI boom.
Google executives visited Samsung’s fabrication facility in Taylor, Texas in December 2025 to discuss production volumes and manufacturing capacity, according to reporting from The Elec. No formal deal has been signed yet, but the consultations signal a meaningful shift in how Google sources its most important AI hardware.
Why Google is looking beyond TSMC
Google’s TPUs, co-developed with Broadcom, have historically been fabricated by TSMC. Samsung’s improving yield rates on advanced process nodes have apparently caught Google’s attention. Higher yields mean lower costs and more reliable supply.
Google and Samsung already have a deep relationship. Samsung currently provides more than 60% of the High Bandwidth Memory used in Google’s seventh-generation Ironwood TPUs. The memory partnership is expected to deepen further with the introduction of HBM4, Samsung’s next-generation memory technology scheduled for 2026.
