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Google doubles down on TSMC for future Pixel Tensor chips
Google Pixel phones hit with battery drain woes after May 2025 update Summary Google plans to switch from Samsung to TSMC's foundry for its Tensor chips, starting this year. The partnership with TSMC will continue for the next 3-5 years, until at least the Pixel 14. TSMC's superior process node will enable Tensor chips to run cooler and consume less power. Tensor chips have long been both the strength and weakness of Pixel devices, allowing Google to provide unrivaled AI features. However, their performance and thermal efficiency leave much to be desired, lagging a generation or two behind others. This is largely due to Google using Samsung's inferior foundry to fabricate its Tensor chips. Thankfully, the Pixel 10 will seemingly fix this by switching to TSMC's more advanced foundry. A new report claims this won't be a one-off move, with Google sticking to TSMC for the foreseeable future. Related The Google Pixel 10 makes its first appearance in the wild during an ad shoot It looks a lot like the Pixel 9 Posts 1 A DigiTimes report claims Google will continue its partnership with TSMC for at least 3-5 years, until at least the Pixel 14 in 2029. Given TSMC's superior fabrication node and technology, this should bode well for the thermal efficiency of the Tensor chips, ensuring they don't overheat or run hot (via @Jukanlosreve). The move will also put Google in the same league as Apple and Qualcomm, which rely on TSMC to fabricate their mobile chips. A cooler chip should also help with battery life, as evident from the Pixel 9 lineup. Fabricated on Samsung's cutting-edge 3nm node, the phone's Tensor G4 SoC runs significantly cooler and consumes less power than previous Tensors. The new Exynos 5400 modem also helps, as it is more power-efficient than Samsung's previous Exynos modem. Rumors indicate Google is fabricating the Pixel 10's Tensor G5 chip on TSMC's 3nm node, the same foundry technology used by Apple for the iPhone 16's A18 SoC. Superior process node won't automatically boost performance Close TSMC's cutting-edge process nodes are typically in high demand, with companies often signing a multi-year contract and booking capacity years in advance. Plus, chipmakers design mobile SoCs based on the process node they plan to use for fabrication, so it makes strategic sense for Google to lock in TSMC's foundries for upcoming Tensor chips over the next few years. A newer process node improves power efficiency and enables denser chip designs. For Google, this means it can achieve the same performance with lower power consumption or reduce chip size for potential cost savings. However, performance gains depend more on factors like higher clock speeds, updated CPU cores, and architectural optimizations -- not just the manufacturing process. So, even with TSMC's foundries, there's no guarantee future Tensor chips will match the performance of Qualcomm's flagship Snapdragon processors.
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Google finally admits its Tensor chip truly needed TSMC's help
Google plans to switch from Samsung to TSMC's foundry for its Tensor chips, starting this year, and will continue the partnership for the next 3-5 years, until at least the Pixel 14. The partnership with TSMC will enable Tensor chips to run cooler and consume less power due to TSMC's superior process node. Tensor chips have allowed Google to provide unrivaled AI features, but their performance and thermal efficiency have lagged behind others due to Google using Samsung's inferior foundry. A DigiTimes report claims Google will continue its partnership with TSMC for at least 3-5 years, until at least the Pixel 14 in 2029. This should improve the thermal efficiency of the Tensor chips, ensuring they don't overheat or run hot. The move will also put Google in the same league as Apple and Qualcomm, which rely on TSMC to fabricate their mobile chips. A cooler chip should also help with battery life, as evident from the Pixel 9 lineup. The phone's Tensor G4 SoC, fabricated on Samsung's cutting-edge 3nm node, runs significantly cooler and consumes less power than previous Tensors. The new Exynos 5400 modem also helps, as it is more power-efficient than Samsung's previous Exynos modem. Rumors indicate Google is fabricating the Pixel 10's Tensor G5 chip on TSMC's 3nm node, the same foundry technology used by Apple for the iPhone 16's A18 SoC. TSMC's cutting-edge process nodes are typically in high demand, with companies often signing a multi-year contract and booking capacity years in advance. A newer process node improves power efficiency and enables denser chip designs. For Google, this means it can achieve the same performance with lower power consumption or reduce chip size for potential cost savings. However, performance gains depend on factors like higher clock speeds, updated CPU cores, and architectural optimizations, not just the manufacturing process.
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Google plans to switch from Samsung to TSMC for manufacturing its Tensor chips, starting with the Pixel 10. This partnership is expected to continue for 3-5 years, potentially improving the performance and efficiency of future Pixel devices.
Google is making a significant change in its chip manufacturing strategy for its Pixel smartphones. The tech giant plans to switch from Samsung to Taiwan Semiconductor Manufacturing Company (TSMC) for the production of its Tensor chips, starting with the upcoming Pixel 10 12. This move is expected to have far-reaching implications for the performance and efficiency of future Pixel devices.
According to a report from DigiTimes, Google's partnership with TSMC is not a one-time affair. The company is committed to using TSMC's foundry services for at least the next 3-5 years, potentially extending to the Pixel 14 in 2029 1. This long-term commitment underscores Google's confidence in TSMC's superior fabrication technology and its potential to enhance the Tensor chip's capabilities.
TSMC's cutting-edge process nodes are known for their superior performance and efficiency compared to Samsung's offerings. By switching to TSMC, Google aims to address some of the key weaknesses of its Tensor chips, particularly in terms of thermal efficiency and power consumption 2. The move is expected to result in Tensor chips that run cooler and consume less power, potentially resolving issues that have plagued previous Pixel models.
The shift to TSMC's foundry is anticipated to have several positive impacts on future Pixel smartphones:
Improved Thermal Efficiency: The superior process node should help mitigate overheating issues, ensuring more stable performance under load 1.
Enhanced Battery Life: A cooler-running chip typically translates to better power efficiency, which could significantly improve the battery life of Pixel devices 2.
Competitive Edge: By aligning with TSMC, Google joins the ranks of industry leaders like Apple and Qualcomm, potentially narrowing the performance gap in mobile chip technology 1.
Rumors suggest that the Pixel 10's Tensor G5 chip will be fabricated on TSMC's 3nm node, the same technology used for Apple's A18 SoC in the iPhone 16 1. This parity in manufacturing technology could lead to more competitive performance from Google's chips.
While the switch to TSMC is promising, it's important to note that process node improvements alone do not guarantee superior performance. Factors such as architectural design, CPU core updates, and clock speeds play crucial roles in determining a chip's overall capabilities 1. Google will need to focus on these aspects alongside the manufacturing process to truly compete with top-tier mobile processors.
Furthermore, securing capacity at TSMC's advanced nodes is highly competitive, with companies often booking years in advance. Google's multi-year commitment suggests a strategic long-term plan for its chip development 2.
Source: Android Police
As Google continues to refine its Tensor chips, the partnership with TSMC marks a significant step towards addressing past shortcomings and potentially elevating the Pixel line to new heights of performance and efficiency in the competitive smartphone market.
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