According to a Digitimes report (source), TSMC's ongoing capacity crunch is pushing Google, along with Tesla and BYD,...

According to a Digitimes report (source), TSMC's ongoing capacity crunch is pushing Google, along with Tesla and BYD, to consider Samsung as an alternative chip supplier. This shift represents a potential supply chain disruption for Google, which has relied heavily on TSMC for its Tensor and custom AI chips. While unconfirmed by Google or Samsung, the report signals that Google may be forced to diversify its foundry partners due to capacity constraints at TSMC. If realized, this could lead to increased costs, potential yield issues, or delays in chip production, negatively impacting Google's AI hardware roadmap. The low confidence reflects the single-source nature of the report.