Google reportedly eyeing long-term partnership with TSMC; Tensor G6 to utilize cutting-edge 2nm process

Reports indicate that Google is set to shift its semiconductor manufacturing from Samsung to TSMC, with the Tensor G5 and Tensor G6 chips planned for production on TSMC’s advanced 3nm and 2nm processes, respectively. This decision is driven by Samsung’s poor yield rates and TSMC’s superior technology.

By Khushi Jain Published on September 16, 2024, 08:18 EDT

Image Credits - spot

Google may soon transition away from Samsung and forge a long-term partnership with TSMC, potentially marking a major shift in its semiconductor strategy. Recent reports suggest that the Tensor G4 chip, which powers the current Pixel 9 models, could be the final chip produced by Samsung for Google. Google is reportedly preparing to launch the Tensor G5 for the Pixel 10 lineup, which will be produced using TSMC’s advanced 3nm process. Furthermore, there are indications that Google is eyeing TSMC for the Tensor G6, which could leverage TSMC’s cutting-edge 2nm process.

The Tensor G5, which has already reached ‘tape-out’ status, is set to enter mass production at TSMC’s facilities soon. This move is attributed to Samsung’s poor yield rates with its 3nm GAA node, which is reportedly as low as 20 per cent.

Samsung’s struggle to meet production demands has also impacted other major clients, such as Qualcomm, which chose alternative manufacturers for its Snapdragon 8 Gen 4 chips. The latest reports suggest that Google will continue utilizing TSMC’s technology for its future Tensor chips, with the Tensor G6 expected to use the 2nm process. Industry insiders believe that Samsung will face challenges in regaining Google as a customer due to its current production shortcomings.

Although TSMC’s second-generation 3nm process offers significant advancements, the company also has a third iteration known as ‘N3P’. Given Google’s relatively small market share compared to industry giants like Apple and Samsung, there is a possibility that Google may opt for the more cost-effective ‘N3P’ technology rather than the more expensive 2nm process for the Tensor G6. This speculation highlights the complex decisions Google faces as it navigates its semiconductor needs.