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Google set to use TSMC’s 2nm technology for Tensor G6 chipset

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Key Points:

  1. Google will likely use TSMC’s 2nm process for its next Tensor G6 chipset.
  2. Google has moved away from Samsung due to lower chip yield issues.
  3. TSMC is already producing Tensor G5 chips and could start 2nm production soon.

Google to Use TSMC’s 2nm Tech for Next Tensor G6 Chip

Google plans to continue its collaboration with Taiwan Semiconductor Manufacturing Company (TSMC) for the upcoming Tensor G6 chipset, which is expected to use TSMC’s advanced 2nm fabrication process. TSMC is currently ramping up production of Google’s Tensor G5, which powers the recently launched Pixel 9 series, including models like Pixel 9, Pixel 9 Pro, and Pixel 9 Fold.

A Shift to TSMC for Chip Manufacturing

Google’s decision to partner with TSMC follows reports that it has ended its collaboration with Samsung Foundry, which previously handled Tensor chip production. This shift is believed to be due to challenges Samsung faced with low production yields, particularly in their 3nm chip technology, where yield rates were reportedly as low as 20%. Google has now optimized its Tensor G5 chip to be produced by TSMC, leveraging its more reliable fabrication processes.

TSMC is set to manufacture the Tensor G5 on its 3nm process (N3E) technology. Looking ahead, the company plans to introduce its cutting-edge 2nm process by late next year, potentially in time for Google’s next flagship devices.

Samsung’s Loss, TSMC’s Gain

Samsung’s challenges with chip yields seem to have led Google to reconsider its manufacturing strategy. As TSMC continues to advance its technology, it has already secured significant deals, including for the production of Apple’s iPhone 17, which will use 2nm chips. While Samsung works to improve its yields, the switch to TSMC marks a significant win for the Taiwanese company and a loss for Samsung Foundry.

Why the Tensor G6 Matters for Google

Unlike some other smartphone makers, Google’s Pixel devices aren’t just about having the fastest hardware. Instead, they focus on offering a pure Android experience, paired with Google’s software innovations. With TSMC’s 2nm chips, Google is looking to ensure that future Pixel devices, likely starting with the Tensor G6, can maintain this balance of efficiency and performance.

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