Svmuu News: Citrini analyst jukan posted on X that Samsung Electronics is considering outsourcing the back-end design work for Google’s 10th-generation 2nm TPU “Icefish” I/O die and has already inquired about requirements with design solution partners.This TPU is used to run Google’s AI models, including Gemini. Google is reportedly co-designing the chip with MediaTek, with mass production planned as early as 2028.The TPU consists of a compute processor and an I/O die; the compute processor is expected to be manufactured byTSMCusing a 1.4nm process, while the I/O die will be manufactured by Samsung Electronics using a 2nm process.Samsung Electronics has reportedly recently secured Anthropic and DeepX as 2nm clients, in addition to Google and Tesla.
ADTechnology, Gaonchips, and Alphachips have been mentioned as potential outsourcing contractors. Among them, ADTechnology is focusing on the 2nm CPU project “ADP620,” with a goal of achieving annual revenue exceeding 1 trillion won between 2028 and 2029;Gaonchips is preparing to participate in the Ministry of Trade, Industry, and Energy’s “K-On-Device AI” project, valued at approximately 800 billion won; Alphachips reportedly views the Google TPU project as a growth driver and is becoming more actively involved.