Samsung Foundry may soon add Google as a major client for the manufacturing of its most advanced TPU (AI chips). The two companies are reportedly in positive discussions to assess output and finalize the deal.

Korean outlet TheElec reports that Samsung Foundry and Google are in a state of positive and progressive consultation regarding the TPU AI chips manufacturing.

Currently, Tesla is Samsung Foundry’s biggest client for its Taylor facility. The leading EV maker has signed a $16 billion deal to make AI chips. Samsung is also setting up its Austin fab, where iPhone CIS will be made.

AMD is also in talks with Samsung for contract manufacturing. The Korean tech giant has reportedly offered its enhanced 2nm process to AMD, and Google will likely be receiving the same from Samsung Taylor fab.

With TSMC restricting its 2nm process to Taiwan, Big Tech companies are turning towards Samsung Electronics. The company is targeting to kickstart production at Taylor Foundry in 2026, including the 2nm process.

An industry insider stated, “It is understood that Samsung Electronics is in positive consultations with Google regarding TPU foundry services.”

A recent report from DigiTimes spotlighted that “Taiwan’s N-2 policy limits the transfer of TSMC’s advanced semiconductor processes overseas,” adding that “Samsung could absorb the resulting demand from the US.”

Samsung could emerge as a viable alternative. The company is preparing to start operations at its advanced foundry fab in Taylor, Texas, with a target date of 2026. The 2nm process is expected to be the primary focus there.

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