Google Tensor G6 Expected to Be Mass Produced on TSMC 2nm Process, Keeping Pixel 11 Series Competitive with Rivals Using Advanced Lithography

Google’s Upcoming Pixel 10 Series and the Shift to TSMC’s 2nm Technology

Google is poised to revolutionize its flagship smartphone offerings with the upcoming Pixel 10 lineup, marking a significant shift in manufacturing partnerships. For the first time, the Tensor G5 chipset, which will power all three models, will be manufactured using TSMC’s cutting-edge second-generation 3nm process, also referred to as ‘N3E.’ This strategic move indicates that Google is moving away from Samsung as a chip supplier, following recent executive visits to Taiwan to secure a multi-year agreement with TSMC, the world’s leading semiconductor manufacturer. Anticipated to extend for up to five years, this partnership is predicted to cover Google’s future Tensor chipsets, including the upcoming Tensor G6 for the Pixel 11. Interestingly, this shift positions Google to remain competitive in 2026, as the Tensor G6 is expected to leverage TSMC’s even more advanced 2nm technology.

Skipping the 3nm Leap: Google’s Strategic Move to TSMC’s 2nm Node

According to recent reports, Google is set to bypass TSMC’s third-generation 3nm process entirely, opting instead for the more advanced 2nm node for its Tensor G6 chipset. TSMC began opening orders for its 2nm technology on April 1, though detailed client lists remain undisclosed. Speculation suggests that Apple will be one of the first customers to secure the initial wafers due to its substantial demand for cutting-edge chipsets, which are crucial for maintaining competitive advantage in the tech landscape. However, reports from Chinese media outlet, China Times, indicate that Google is also in line to benefit from this innovative 2nm lithography, making the decision to skip ahead from N3P phase rather surprising.

The Cost Implications of Advanced Chip Production

This strategic pivot to TSMC’s 2nm process represents a gamble for Google, particularly given that the company does not currently ship smartphones at the same volumes as major competitors like Apple and Samsung. It raises concerns regarding the potential increase in production costs associated with the advanced Tensor G6 SoC. On a promising note, the possibility remains for Google to strengthen ties with Samsung, particularly as the South Korean manufacturer embarks on trial production for its Exynos 2600, which employs a 2nm GAA process. Initial production yields are projected to reach 50 percent in the coming months, a favorable development for partnerships going forward.

Weighing the Risks and Benefits

Despite the challenges, TSMC’s solid reputation as a reliable foundry supplier makes it a sensible choice for Google, who may absorb the higher costs associated with 2nm wafer production if it means securing a competitive edge. As developments unfold, it is advised that readers approach these reports with cautious optimism. Google might reconsider its path and potentially revert to utilizing TSMC’s more economical 3nm N3P node for the Tensor G6, which could save considerable costs in chip production.

In conclusion, as Google gears up for its next flagship series, the decisions on chipset manufacturing will play a critical role in its market positioning and competitive strategy. Keep an eye on the evolving landscape as these developments unfold.

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