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Google is evaluating Samsung's 2-nanometer process for components of its 10th-generation TPUs, Icefish, due to years-long backlogs and capacity limitations at its exclusive manufacturer, TSMC.
Google has also placed orders with Intel for 2028 production for advanced packaging services, indicating a strategy to diversify its chip supply chain beyond TSMC for less sensitive components.
Wafer allocation shifts contribute 1.8x, but AI has already absorbed 60% of TSMC's N3 node capacity, projected to hit 86% by next year, indicating this source will soon be exhausted.
The NASDAQ Philadelphia Semiconductor Index recently dropped over 20%, signifying bear market territory for chip stocks like Nvidia and TSMC, though it rebounded 7% on the day of recording.
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