Google partners with TSMC for 3nm Tensor G5 on Pixel 10 and 2nm Tensor G6 on Pixel 11

[fansink]

Google is gearing up to make a serious play in the silicon game, with a big shift on the horizon for its custom Tensor chips. The latest news suggests that starting with the Tensor G5, Google is leaving its long-standing manufacturing partner, Samsung Foundry, and going all-in with TSMC.

The new Pixel 9 series still relies on Samsung-made chips, with the Tensor G4 based on the Exynos 2400. The G4 is more of a minor upgrade over the Tensor G3 which powers the Pixel 8 series. Codename “Zuma Pro,” it still uses Samsung’s older FO-PLP packaging, meaning heat management might not see dramatic improvements.

The real action begins in 2025 when Google plans to switch to TSMC for the Tensor G5, marking a major shift. It’s been known that TSMC’s 3nm process will be used for the G5, bringing with it better energy efficiency and enhanced performance. Plus, Google’s adoption of TSMC’s advanced InFO-POP packaging tech should help with heat dissipation, a problem Samsung’s Exynos chips have struggled with for years.

Google partners with TSMC for 3nm Tensor G5 on Pixel 10 and 2nm Tensor G6 on Pixel 11

Google will use TSMC's advanced 3nm process to manufacture the Tensor G5 for the Pixel 10 and 2nm process for the Tensor G6 chip for Pixel 11.

piunikaweb.com

 

[kevin01]

Real money is in the fabs, as ARM significantly lowered the chip design entry barrier.

I can envision a day TSMC (or Intel, if IFS succeeds) is more valuable than NVDA.

 

[fansink]

Real money is in the fabs, as ARM significantly lowered the chip design entry barrier.

I can envision a day TSMC (or Intel, if IFS succeeds) is more valuable than NVDA.

That is becoming more and more clear, as the number of chip designers is growing, while there are fewer and fewer leading edge fabs.

 

[siliconbruh999]

That is becoming more and more clear, as the number of chip designers is growing, while there are fewer and fewer leading edge fabs.

We can count the number of leading edge fabs on one finger

 

[Mooredaddy]

Real money is in the fabs, as ARM significantly lowered the chip design entry barrier.

I can envision a day TSMC (or Intel, if IFS succeeds) is more valuable than NVDA.

agreed. I see a world where TSMC is the worlds most valuable company personally