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Image: Google
According to information obtained by the Digital Times, senior executives from Google’s U.S. headquarters recently visited TSMC in Taiwan, with discussions reportedly focusing on the potential shift in manufacturing of the Tensor processors used in the Pixel smartphone series to TSMC. It is further alleged that Google and TSMC have already engaged in talks concerning collaboration over a timeframe extending at least three to five years into the future.
Historically, Google’s Tensor processors for the Pixel lineup have been manufactured using Samsung’s process technology. However, due to persistent criticisms regarding Samsung’s thermal inefficiencies and underwhelming performance, many consumers have expressed hope that Google would partner with TSMC to enhance the overall capabilities of the Tensor chips.
Based on the latest insights from Digital Times, it is anticipated that the forthcoming Pixel 10 series—expected to debut as early as this autumn—will feature the Tensor G5 processor fabricated with TSMC’s advanced process technologies.
This development may pose a challenge for Samsung, especially as more semiconductor manufacturing contracts are increasingly being awarded to TSMC. Samsung’s own advanced process technologies have continued to struggle with yield rate issues. For instance, the Exynos 2500 processor, originally slated for inclusion in the Galaxy S25 series, was ultimately replaced with Qualcomm processors due to these yield concerns. Nevertheless, Samsung may still utilize the Exynos 2500 in its upcoming Galaxy Z Fold7 and Galaxy Z Flip7 devices, expected to be officially unveiled in July.
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