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Will Samsung Make New Google ‘Icefish’ TPU?

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Google is reportedly developing a new AI chip codenamed 'Icefish,' raising questions about whether Samsung will manufacture it. The speculation underscores TSMC's commanding position in advanced semiconductor production, a dominance that persists despite global efforts to diversify chipmaking capacity away from Taiwan. Samsung has competed for premium chip contracts before, but the company's track record suggests TSMC will likely remain Google's preferred partner for cutting-edge AI accelerators.