Google's Top-Secret Data Center Chip Development: TSMC to Commence Production in Second Half of 2023, Sources Say

According to The Information, Google has made progress in its data center chip development and is expected to start using new chips by 2025, while Taiwan Semiconductor Manufacturing may begin mass production of two chips in the second half of 2024, according to sources familiar with the matter.

According to the report, Google's server design team has spent two years developing two ARM-based server processors, which are expected to be turned over to Taiwan Semiconductor Manufacturing Co., which will begin mass production of the chips in the second half of 2024. To reduce the cost of running data centers and catch up with rival Amazon.

Cloud services have developed rapidly in recent years. To promote the development of its cloud sector AWS, Amazon introduced the AWS Graviton2 processor with the Arm architecture in 2019, which has lower power consumption and faster transmission speed compared with traditional servers. AWS customers point to huge savings in servers powered by Amazon's chips.

Last July, Google's cloud division announced that it would start using ARM-based chips, saying that the company's new service would be based on Ampere Computing's Altra chip.

The chips used in data centers are mainly dominated by Intel and AMD. Since 2018, Arm has started to provide technology for the chips used in data centers. Amazon, Microsoft, Oracle, Alibaba, Baidu, Tencent, and other enterprises have all used relevant technology from Arm.

In addition, Amazon and some Alibaba cloud computing companies are designing their ARM-based chips to be made in chip factories.