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65 articles
2026-06-12
www.trendforce.com
2026-06-12
TrendForce
[News] Samsung Reportedly in Talks for Google 2nm TPU I/O Die Order; 2028 Mass Production Eyed
2026-06-12 Semiconductors editor
News
Please note that this article cites information from Business Korea, The Information, Reuters, The Korea Herald, and ETNews.
Google is reportedly considering Samsung for part of its next-generation AI processor production. According to Business Korea, citin
2026-06-12
www.tweaktown.com
2026-06-12
TweakTown
The current memory crisis means that one of the only real ways to ease the burden on the consumer market and meet the insatiable demand from the AI and data center sectors is for key players to ramp up production of existing and next-gen memory chips. As one of the biggest players in the space, SK hynix is looking to do just that and, in the process, triple its wafer production.2VIEW GALLERY - 2 I
2026-06-12
www.tradingview.com
2026-06-12
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Key facts: Samsung may make Google TPU interface on 2nm; memory bonuses
Key facts: Samsung may make Google TPU interface on 2nm; memory bonuses
Less than 1 min read
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Samsung Electronics (005930) may make the interface chip for Google’s next‑gen Tensor TPU using its 2nm process; TSMC would supply the main compute die. Mass production possible by 2028.
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2026-06-12
digitimes.com
2026-06-12
Broadcom has acknowledged it will not win all of Google's TPU orders, highlighting how tensor processing units have become a competitive arena for multiple chipmakers. For global readers, the shift signals a broader race for cloud AI supply, capacity, and influence, as more firms vie for a share of high-value custom chip demand.
2026-06-12
digitimes.com
2026-06-12
DDR4 memory supply remains tight, with the shortage affecting buyers worldwide, from cloud and server operators to industrial and networking customers. Sources indicate that Nanya Technology's limited third-quarter 2026 capacity has led major shareholders and customers to secure output, pushing contract prices higher and making further gains increasingly likely.
2026-06-12
www.chosun.com
2026-06-12
조선일보
By Kang Da-eun
Published 2026.06.12. 08:53
Samsung Electronics builds a state-of-the-art foundry (semiconductor contract manufacturing) factory in Taylor City, Texas, USA. /Courtesy of Samsung Electronics
Google is reportedly considering entrusting part of the production of its self-developed next-generation AI semiconductor, the Tensor Processing Unit (TPU), to Samsung Electronics, according to
2026-06-11
www.trendforce.com
2026-06-11
TrendForce
[News] SK hynix Advances DRAM and NAND Roadmap, Targets 3x Wafer Output by 2034, 375-Layer NAND at Year-End
2026-06-11 Semiconductors editor
News
Please note that this article cites information from Nikkei, The Elec, Newsis, Hankyung, and Global Economic.
While SK hynix had only last week outlined plans to double capacity over the next five years, the memory giant is now signaling an eve
2026-06-11
digitimes.com
2026-06-11
Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production could shift to Intel, and some AMD products could be made by Samsung Electronics. TSMC CFO Wendell Huang recently told the media that global inflation and overseas fab expansion have indeed pushed up operating c
2026-06-11
www.tweaktown.com
2026-06-11
TweakTown
Google orders Intel Foundry to produce over three million TPUs for 2028 amid TSMC capacity crunch
The reported order would be the largest external win in Intel Foundry's history, coming as TSMC's capacity crunch pushes customers to look elsewhere.
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Hassam Nasir
Tech Reporter
Published Jun 10, 2026 6:10 PM CDT
2 minutes & 15 seconds read time
TL;DR: Google reportedly ordered over th
2026-06-11
www.techtimes.com
2026-06-11
Tech Times
By Jerry Owens
Published: Jun 10 2026, 13:27 PM EDT
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The TSMC logo is displayed at the Taiwan Semiconductor Manufacturing Company branch and Innovation Museum, highlighting the company branding and signage inside and outside the site in Hsinchu, Taiwan, January 27, 2026. JIMMY BEUNARDEAU/GETTY I
2026-06-10
www.tomshardware.com
2026-06-10
Tom's Hardware
Tech Industry
Google reportedly books Intel for packaging more than 3 million TPUs in 2028 — SK hynix is testing Intel's EMIB packaging for HBM integration
News-analysis
By Luke James published 3 days ago
TSMC's CoWoS lines are sold out through 2027, and Intel's EMIB is the only credible second source.
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2026-06-09
news.google.com
2026-06-09
MEXC
2026-06-09
www.trendforce.com
2026-06-09
TrendForce
[News] Intel Foundry Gains Momentum as Google Reportedly Orders 3M TPUs, NVIDIA Evaluates 18A for Multi-Die GPUs
2026-06-09 Semiconductors editor
News
Please note that this article cites information from The Information, Reuters, The Bull.com, Guru Focus, Wccftech, Futu News, Commercial Times, and Tom’s Hardware.
Amid mounting capacity constraints and a widening shift among leading AI pl
2026-06-09
digitimes.com
2026-06-09
As four major North American CSPs step up AI infrastructure spending, global semiconductor output forecasts keep rising. But the AI demand surge is also exposing hidden supply-chain bottlenecks, with industry watchers saying the number of components that are currently in a severe shortage now far exceeds those that are not.
2026-06-08
www.indexbox.io
2026-06-08
IndexBox
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2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Google orders 3 million TPUs from Intel as TSMC strains
Quartz · Matthias Balk/picture alliance via Getty Images
Cris Tolomia
Mon, June 8, 2026 at 7:56 AM PDT 2 min read
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Google has placed an order with Intel to manufacture more than 3 million of its tensor processing units in 2028, according Reuters, cit
2026-06-08
qz.com
2026-06-08
qz.com
A.I.
Google is ordering millions of AI chips from Intel as TSMC strains to meet demand
The order comes as TSMC struggles to keep up with AI chip demand, prompting major tech companies to seek alternative manufacturers
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Cris Tolomia
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Matthias Balk/picture alliance via Getty Images
2026-06-08
www.gizmochina.com
2026-06-08
Gizmochina
DJINews
DJI announces its first 140W GaN charger with USB-C triple output and real-time display cable
By Rajesh Regmi -
Jun 8, 2026
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DJI is a household name when it comes to drones and gimbals. The popular camera drone maker is now entering a new category with the new DJI POWER 140W GaN Charger.
It is DJI’s first high-efficiency gallium nitrid
2026-06-08
seekingalpha.com
2026-06-08
Seeking Alpha
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Google TPU V8 Vs. Nvidia: How Inference Is Rewriting The AI Market
Jun 08, 2026, 3:49 AM ETAlphabet Inc. (GOOGL) Stock, NVDA Stock, GOOG:CA Stock, GOOG Stock, NVDA:CA Stock
Beth Kindig
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Google announced that it will begin selling TPUs to select third-party data center operators, marking the company'
2026-06-07
www.tomshardware.com
2026-06-07
Tom's Hardware
Tech Industry
ASML becomes Europe's most valuable company ever as analysts bet on higher EUV output — its market cap hit $674 billion this week
News
By Luke James published 60 minutes ago
Passing the $650 billion record Novo Nordisk set in June 2024.
(Image credit: ASML)
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