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Google is set to make a significant strategic pivot in its chipset manufacturing approach by transitioning from Samsung Foundry to Taiwan Semiconductor Manufacturing Company (TSMC) for its upcoming Tensor processors. This change is expected to commence with the Pixel 10 series, scheduled for release in 2025, and could extend through the Pixel 14 lineup by 2029.
According to industry reports from DigiTimes, Google has formalized a long-term partnership with TSMC, underscoring a commitment to elevate the performance and reliability of future Pixel devices. This collaboration involves high-level engagement, with Google executives reportedly visiting TSMC’s facilities in Taiwan to discuss multi-year plans that may also encompass joint development in cloud-based TPU chips, integrated circuit design, server technology, and advanced liquid cooling solutions.
The next-generation Tensor G5 chip, internally codenamed “Laguna,” will leverage TSMC’s cutting-edge 3nm N3E fabrication process. This marks a substantial technological upgrade from the 4nm node used for the preceding Tensor G4, which was produced by Samsung. By adopting the 3nm process, Google aims to resolve previous issues related to thermal management, power efficiency, and inconsistent production yields.
The Tensor G5 is anticipated to feature a revamped CPU architecture comprising one high-performance Cortex-X4 core, five mid-tier Cortex-A725 cores, and two energy-efficient Cortex-A520 cores. Complementing this setup will be Google’s proprietary TPU designed to accelerate AI and on-device processing workloads. Additional components likely include an always-on compute (AoC) audio processor, the Google Emerald Hill memory co-processor, Google GXP digital signal processor (DSP), and the Google EdgeTPU. The GPU segment is expected to be powered by Imagination Technologies’ DXT series.
The Pixel 10 series is rumored to include four distinct models: Pixel 10, Pixel 10 Pro, Pixel 10 Pro XL, and the Pixel 10 Pro Fold. By shifting production to TSMC, Google aims to ensure more consistent flagship-level performance and improve manufacturing stability. This move also comes as Samsung continues to face yield challenges with its Exynos 2500 chipset.
Overall, this transition marks a critical step for Google to strengthen its competitive stance within the premium smartphone market, while establishing a robust foundation for future hardware innovation across its product ecosystem.
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