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Alphabet's (GOOGL) Waymo is reportedly building custom chips for robotaxis using TSMC ...
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Fusion42 · 21 August 2026 · Fusion42 review
Alphabet's Waymo is developing custom-designed chips for its robotaxi fleet using TSMC's advanced semiconductor manufacturing, signalling a move to replace third-party chip suppliers and indicating expectations of significant fleet scale.
This Wire brief sits within Fusion42's coverage of Robotics, Drones & UAV.
◆ ◆ The Wire takeaway
You need to reconsider your chip supply strategy as Waymo's switch to custom silicon highlights a cost and supply advantage that could reshape the robotaxi hardware market. This move hints at a growing fleet scale that turns custom chip development from risk to necessity.
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1 source · 21 Aug 2026
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