Google is making a significant shift in its chip-making journey, bidding farewell to its long-time partner Samsung and teaming up with TSMC for its future Tensor chips. The upcoming Tensor G5, expected to debut with the Pixel 10 family in 2025, will be crafted using TSMC’s advanced 3nm technology. Reports indicate that Google is opting for the ‘N3P’ variant for its subsequent chip, the Tensor G6, steering clear of the more experimental 2nm technology, which aligns with a strategic, measured approach.
While the transition to TSMC’s cutting-edge manufacturing techniques marks a milestone, Google will still be trailing by a year behind major rivals like Qualcomm and MediaTek, who are advancing with the same 3nm ‘N3E’ process for their latest chipsets, the Snapdragon 8 Elite and Dimensity 9400. This shift is a noteworthy chapter in the tech landscape, as Google’s decision to catch up in terms of technology doesn’t yet bridge the performance gap immediately.
The Tensor G5’s tape-out earlier this year has been confirmed, promising enhancements in power efficiency and performance, albeit the technology will be somewhat behind when compared to competitors. Yet, Google isn’t wholly focused on the race to the most advanced nodes. A Google executive previously emphasized their goal of enhancing the user experience, rather than just chasing the most impressive benchmark figures.
Looking further ahead, the Tensor G6 is speculated to take advantage of TSMC’s 3nm ‘N3P’ node rather than leaping to a 2nm process, considering the economic wisdom behind this decision. While companies like Apple could also delay their switch to the 2nm node due to rising wafer costs, Google’s move aligns with its broader strategy focused on stability and consistent user experience.
Even if Google’s Tensor series lags behind in terms of node process technology, the effectiveness of Pixel smartphones continues to hold strong. By prioritizing a comprehensive user experience over mere specifications superiority, Google maintains its unique position in the highly competitive smartphone market.
