Google’s Surprising Shift to TSMC for Pixel 10 Chip Stuns Samsung and Industry

"Google Shocks Samsung with TSMC Chip for Pixel 10"

Google's switch from Samsung to TSMC for the Tensor G5 chip in the Pixel 10 series shocked Samsung, prompting internal reviews of their foundry issues.
Sam Gupta19 June 2025Last Update :
Google shift to TSMC for Pixel 10 chip was a 'shock' to Samsung
9to5google.com

Google’s recent decision to switch from Samsung’s foundry to TSMC for the Tensor G5 chip marks a significant shift in the tech landscape. This move, revealed on 2025-06-19 05:10:00, has sent shockwaves through the semiconductor industry, particularly for Samsung, which has long been a key player in chip manufacturing.

6 Key Takeaways
  • Google switches to TSMC for Tensor G5.
  • Samsung surprised by Google's decision.
  • Internal review initiated by Samsung Foundry.
  • Google seeks better performance and functions.
  • TSMC's yield significantly higher than Samsung's.
  • Pixel 10 will still use Samsung modem.

This transition underscores Google’s pursuit of enhanced performance and customization for its Pixel devices. The Tensor G5, debuting in the upcoming Pixel 10 series, will be the first Google chip produced by TSMC, a foundry renowned for its high yield rates and advanced technology.

Fast Answer: Google’s shift to TSMC for the Tensor G5 chip signals a pivotal change in semiconductor partnerships, impacting global tech dynamics and competition.

This unexpected pivot raises questions about Samsung’s future in chip manufacturing. With Google moving away, what does this mean for other tech giants? The implications are profound:

  • Increased competition for Samsung as TSMC strengthens its market position.
  • Potential ripple effects on pricing and availability of chips worldwide.
  • Shift in innovation focus as companies seek more reliable partners.
The global semiconductor market is witnessing a critical turning point, with companies reassessing their manufacturing partnerships to ensure better performance and reliability.

As the tech landscape evolves, companies must adapt to these changes. Will Samsung rise to the challenge, or will it continue to lose ground? The coming months will be crucial for all players involved.

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