--- title: "ETF Volatility | Southern Double Long Samsung Electronics Rises Over 20% Reportedly Google is in Talks with Samsung Electronics Regarding TPU OEM Matters" type: "News" locale: "en" url: "https://longbridge.com/en/news/289537933.md" description: "Southern Double Long Samsung Electronics rose over 20%, as of the time of writing, up 20.42%, reported at HKD 177.5, with a transaction volume of HKD 1.493 billion. According to The Information, two direct sources revealed that Google is in discussions with Samsung Electronics for the latter to produce the memory input/output (I/O) chip of the 10th generation TPU, codenamed \"Icefish,\" using a 2-nanometer process—this standalone silicon chip is crucial for connecting the main processor to memory, essential for the efficient operation of AI chips. Both Google and Samsung declined to comment on this matter. According to current plans, the core computing engine of the chip will still be produced by Taiwan Semiconductor using a 1.4-nanometer process, with Taiwan Semiconductor handling the most stringent process requirements. It is noteworthy that Google has traditionally entrusted all TPU manufacturing to Taiwan Semiconductor, but with the surge in orders for NVIDIA AI chips, Taiwan Semiconductor's advanced capacity has been significantly pressured, prompting Google to seek additional manufacturing resources. If the collaboration materializes, Samsung will gain an opportunity for practical testing in one of the world's most closely watched semiconductor tracks, while further strengthening South Korea's increasingly prominent strategic position in the AI chip supply chain" datetime: "2026-06-12T02:31:57.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/289537933.md) - [en](https://longbridge.com/en/news/289537933.md) - [zh-HK](https://longbridge.com/zh-HK/news/289537933.md) --- # ETF Volatility | Southern Double Long Samsung Electronics Rises Over 20% Reportedly Google is in Talks with Samsung Electronics Regarding TPU OEM Matters According to Zhitong Finance APP, Southern Double Long Samsung Electronics (07747) has risen over 20%, currently up 20.42% at HKD 177.5, with a trading volume of HKD 1.493 billion. On the news front, The Information reported that two direct insiders revealed that Google is in discussions with Samsung Electronics for the latter to produce the memory input/output (I/O) chips of the 10th generation TPU, codenamed "Icefish," using a 2-nanometer process—this independent silicon chip is responsible for connecting the main processor to the memory, which is crucial for the continuous efficient operation of AI chips. Both Google and Samsung declined to comment on this matter. According to current plans, the core computing engine of this chip will still be produced by Taiwan Semiconductor using a 1.4-nanometer process, with TSMC handling the most stringent process requirements. It is noteworthy that Google has traditionally entrusted all TPU manufacturing to TSMC, but with the surge in NVIDIA AI chip orders, TSMC's advanced capacity has come under significant pressure, prompting Google to seek additional manufacturing resources. If the collaboration materializes, Samsung will gain an opportunity for practical testing in one of the world's most closely watched semiconductor tracks, while further strengthening South Korea's increasingly prominent strategic position in the AI chip supply chain ### Related Stocks - [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md) - [SSNGY.US](https://longbridge.com/en/quote/SSNGY.US.md) - [SMSN.UK](https://longbridge.com/en/quote/SMSN.UK.md) - [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md) - [TSM.US](https://longbridge.com/en/quote/TSM.US.md) - [GGLS.US](https://longbridge.com/en/quote/GGLS.US.md) - [07747.HK](https://longbridge.com/en/quote/07747.HK.md) - [07347.HK](https://longbridge.com/en/quote/07347.HK.md) - [09347.HK](https://longbridge.com/en/quote/09347.HK.md) - [TSMZ.US](https://longbridge.com/en/quote/TSMZ.US.md) - [TSMG.US](https://longbridge.com/en/quote/TSMG.US.md) - [09747.HK](https://longbridge.com/en/quote/09747.HK.md) - [TSMX.US](https://longbridge.com/en/quote/TSMX.US.md) - [TSMY.US](https://longbridge.com/en/quote/TSMY.US.md) - [GGLL.US](https://longbridge.com/en/quote/GGLL.US.md) - [GOOW.US](https://longbridge.com/en/quote/GOOW.US.md) - [GOOY.US](https://longbridge.com/en/quote/GOOY.US.md) - [STSM.US](https://longbridge.com/en/quote/STSM.US.md) - [TMYY.US](https://longbridge.com/en/quote/TMYY.US.md) - [TSMU.US](https://longbridge.com/en/quote/TSMU.US.md) - [SMH.US](https://longbridge.com/en/quote/SMH.US.md) - [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md) - [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md) - [SOXQ.US](https://longbridge.com/en/quote/SOXQ.US.md) - [XSD.US](https://longbridge.com/en/quote/XSD.US.md) - [PSI.US](https://longbridge.com/en/quote/PSI.US.md) - [FTXL.US](https://longbridge.com/en/quote/FTXL.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md) ## Related News & Research - [Google DeepMind economist sees no AI jobs bloodbath yet, but warns of a layoff cascade](https://longbridge.com/en/news/289293254.md) - [Google to appeal German court ruling assigning liability for AI Overviews false claims](https://longbridge.com/en/news/289608100.md) - [Google Turns To Samsung For Future Ai Chip As Capacity Tightens - The Information](https://longbridge.com/en/news/289471100.md) - [Here's why Warren Buffett changed his mind about tech stocks](https://longbridge.com/en/news/288945213.md) - [SMH vs. SOXX: Which semiconductor ETF is the smarter chip bet?](https://longbridge.com/en/news/289368952.md)