Google allegedly secures long-term agreement for Pixel 10 series and subsequent models

Google allegedly secures long-term agreement for Pixel 10 series and subsequent models

In a significant move for the tech industry, Google has reportedly partnered with Taiwan Semiconductor Manufacturing Company (TSMC) for the mass production of its Tensor chips. This shift marks a departure from Google's previous reliance on Samsung Foundry [1][2][3].

The partnership, which has been tied to the upcoming Pixel 10 series, is expected to last for at least the current and upcoming Tensor chip generations. Google's senior executives recently visited TSMC in Taiwan to discuss the possibility of TSMC mass-producing Tensor chips for the company [6].

TSMC's advanced 3nm process node, known as N3P technology, is being used for the production of the Tensor G5 chip [1][3]. This strategic shift is indicative of a longer-term relationship, given the significant investment in TSMC’s 3nm process [1][3].

Google's decision to partner with TSMC is likely driven by the company's reputation for more reliable processes compared to Samsung Foundry for making advanced chips [4]. The collaboration could potentially last until 2029, with the release of the Pixel 14 series.

Meanwhile, Google may also be looking into collaborating with MediaTek for the development of its next-generation Tensor chips, after nearly a decade of working with Broadcom [5]. An internal source stated that Google could rely on MediaTek for an economical way of producing its in-house chips [5]. However, it's important to note that these reports about Google's partnerships with TSMC and MediaTek are still rumors and have not been officially confirmed by any of the companies.

Google's latest advancements in AI, as showcased at the recent I/O, could indicate the development of a more powerful chip for upcoming flagship devices. Google seems to be moving away from Samsung Foundry in favor of TSMC's processes for making advanced chips, which could lead to improved efficiency and performance [3].

In addition, Google's collaboration with IC design, server, and liquid cooling companies is expected to increase [7]. The company is promoting its cloud-based TPU chips and may have the autonomy to design other core components of the Tensor chip, focusing on performance, efficiency, or AI for its Pixel phones.

The report about Google's cooperation with TSMC was first reported by Digi Times, while the report about Google's potential collaboration with MediaTek was first reported in March [2][5].

Sources:

1. Google reportedly partners with TSMC for Tensor chip production
2. Google may collaborate with MediaTek for next-gen Tensor chips
3. Google's Tensor G5 chip: What you need to know
4. TSMC's processes are likely more reliable than Samsung Foundry for making advanced chips
5. Google could collaborate with MediaTek for the development of its next-gen Tensor chips
6. Google's senior executives visit TSMC in Taiwan to discuss Tensor chip production
7. Google's collaboration with IC design, server, and liquid cooling companies is expected to increase

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