The Tensor G4 powering this year’s Pixel 9 lineup could mark the end of an era as Google seems poised to shift its chip manufacturing allegiance from Samsung to TSMC. Reports abound that Google is developing the Tensor G5 for its upcoming Pixel 10, and this new processor will be manufactured using TSMC’s advanced second-generation 3nm process. Another report suggests that Google is considering maintaining a long-term relationship with TSMC, with plans to utilize its cutting-edge 2nm process for the Tensor G6.
One pivotal factor driving Google’s potential switch is Samsung’s disappointing yields with its 3nm GAA technology, which hover at a subpar 20 percent. This low efficiency appears to have nudged Google towards TSMC for the Tensor G5 and G6 chips. The Tensor G5 reportedly reached ‘tape-out’ status, meaning its design stage is complete and ready for TSMC’s mass production.
Samsung has missed out on other significant opportunities before, such as losing orders for the Snapdragon 8 Gen 4, largely due to similar yield issues. As things stand, Google is expected to continue collaborating with TSMC for its Tensor G6, leaning on their 2nm node for the Pixel 11 series. This transition may not be temporary; an industry insider believes Samsung would need a considerable turnaround, especially in improving yield rates, to win back Google’s trust.
TSMC also offers a third-generation iteration of its 3nm process called ‘N3P,’ which could be an interim solution for Google before diving into the 2nm realm for the Tensor G6. Given that Google’s Pixel smartphones capture a smaller market share compared to heavyweights like Apple and Samsung, the cost-effectiveness of ordering a small batch of advanced 2nm chipsets could be a concern. Therefore, the ‘N3P’ process might present a more viable alternative for Google, although these considerations remain speculative for now.
Stay tuned for more updates on this evolving story.
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