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\u2019s advanced 3nm process. Furthermore, there are indications that Google is eyeing TSMC for the Tensor G6, which could leverage TSMC\u2019s cutting-edge 2nm process.<\/p>\n
The Tensor G5, which has already reached \u2018tape-out\u2019 status, is set to enter mass production at TSMC\u2019s facilities soon. This move is attributed to Samsung\u2019s poor yield rates with its 3nm GAA node, which is reportedly as low as 20 per cent.<\/p>\n
Samsung\u2019s 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\u2019s 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.<\/p>\n
Although TSMC\u2019s second-generation 3nm process offers significant advancements, the company also has a third iteration known as \u2018N3P\u2019. Given Google\u2019s 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 \u2018N3P\u2019 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.<\/p>\n","protected":false},"excerpt":{"rendered":"
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\u2019s advanced 3nm and 2nm processes, respectively. This decision is driven by Samsung\u2019s poor yield rates and TSMC\u2019s superior technology.<\/p>\n","protected":false},"author":266,"featured_media":52117,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9],"tags":[17716,17717,7075,277,4652,12120,7026,17551,17715,14095],"class_list":["post-52116","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tech","tag-2nm","tag-3nm","tag-chip","tag-google","tag-manufacturing","tag-pixel","tag-samsung","tag-semiconductor","tag-tensor","tag-tsmc"],"reading_time":"2 min read","_links":{"self":[{"href":"https:\/\/www.businessupturn.com\/usa\/wp-json\/wp\/v2\/posts\/52116","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.businessupturn.com\/usa\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.businessupturn.com\/usa\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.businessupturn.com\/usa\/wp-json\/wp\/v2\/users\/266"}],"replies":[{"embeddable":true,"href":"https:\/\/www.businessupturn.com\/usa\/wp-json\/wp\/v2\/comments?post=52116"}],"version-history":[{"count":0,"href":"https:\/\/www.businessupturn.com\/usa\/wp-json\/wp\/v2\/posts\/52116\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.businessupturn.com\/usa\/wp-json\/wp\/v2\/media\/52117"}],"wp:attachment":[{"href":"https:\/\/www.businessupturn.com\/usa\/wp-json\/wp\/v2\/media?parent=52116"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.businessupturn.com\/usa\/wp-json\/wp\/v2\/categories?post=52116"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.businessupturn.com\/usa\/wp-json\/wp\/v2\/tags?post=52116"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}