Thursday, 12 November

Thursday, 12 November, 2026

Beyond Nvidia: Google’s AI Chip Push Opens New Doors for Memory Giants

By TechShots Studio
Beyond Nvidia: Google’s AI Chip Push Opens New Doors for Memory Giants
Google’s expanding commercialization of its custom Tensor Processing Units (TPUs) is creating high-value prospects for South Korean memory leaders Samsung and SK Hynix. By bringing chip design and high-bandwidth memory (HBM) procurement more directly in-house, Google is bypassing traditional intermediaries. This shift allows memory suppliers to collaborate earlier on custom chip designs, securing lucrative long-term supply contracts outside of Nvidia's ecosystem.

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