Later this year, Google is set to unveil the Pixel 10 series, featuring the highly anticipated Tensor G5 processor. This release marks a significant transition for Google, as the company shifts its chipset production from Samsung to TSMC. This change comes in light of Samsung’s ongoing challenges with optimizing its 3nm Gate-All-Around (GAA) yields, prompting Google’s exploration of alternative manufacturing solutions. Interestingly, an insider recently shared an image indicating that Samsung had at least begun prototyping the Tensor G5 chip.
Samsung’s 3nm Challenges Prompt Google’s Switch to TSMC
An anonymous source forwarded a photo to the tipster @Jukanlosreve, showcasing a prototype of the Pixel 10’s Tensor G5. The image bears markings like ‘SEC’, suggesting that the chip was produced by Samsung rather than TSMC. Additionally, the label ‘G5’ on the side seems to confirm its identity as Google’s upcoming SoC. However, some discussion around the label ‘K3KL4L4’ has arisen, implying it could represent DRAM rather than the Tensor G5 itself, indicating that more clarity is needed on this matter.
Previous reports indicated that Samsung was deeply analyzing Google’s decision not to place orders for the Tensor G5 utilizing its 3nm GAA technology. This discussion underscores that both companies were in negotiations about the potential for mass production. Recently, executives from Google visited Taiwan to finalize a deal with TSMC, which could last up to five years. This exclusive arrangement might lead to the Pixel 14 series featuring chips solely from TSMC. The Tensor G5 is expected to leverage TSMC’s second-generation 3nm process, while the Tensor G6 could potentially shift down to a 2nm process to remain competitive in the market.
While Samsung appears to have lost a significant client in Google, the company is making strides with its first-generation 2nm GAA technology. Samsung has initiated a plan to enhance its yield rates to 70% within six months, aiming for a viable mass production strategy. It’s also noteworthy that Google hasn’t entirely severed ties with Samsung, as the upcoming Pixel 10 lineup will incorporate Samsung’s Exynos 5G modems. If Samsung can demonstrate significant advancements in its lithography technology, there remains a possibility that Google could reconsider future orders.
For more updates, check out the source from @Jukanlosreve and further details at Wccftech.
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