Google Seeks Samsung’s 2nm Tech for Icefish TPU; Analyst Questions SpaceX IPO
GOOG•Google is negotiating with Samsung Electronics to produce the memory-interface component of its Icefish 10th-generation Tensor Processing Unit using a 2-nanometer process, with TSMC set to handle the compute die on a 1.4-nanometer node. Separately, analysts warn SpaceX’s proposed $135 IPO relies on unproven Starship execution and terminations, posing significant investor risk.
1. Google Explores Split Manufacturing for Next-Gen TPU
Google is in talks with Samsung Electronics to manufacture the memory-interface component of its upcoming Icefish Tensor Processing Unit on a 2-nanometer process, while partnering with TSMC for the compute die on a 1.4-nanometer node. The Icefish project, slated for mass production by 2028, aims to alleviate AI chip capacity constraints driven by rising cloud data-center demand and external customer orders.
2. Analyst Flags Risks in SpaceX’s $135 IPO
An industry analyst cautioned that SpaceX’s proposed $135 per share IPO valuation assumes flawless execution of Starship launches and stable service contracts. Key concerns include FAA grounding risks, unproven orbital data-center business models and customer commitments that may be renegotiated or terminated.
