In a surprising move, Google has reportedly decided to stop using Samsung Foundry for its future Tensor chips, switching instead to TSMC — the world’s leading chipmaker. This shift starts with the Tensor G5, expected to debut in the upcoming Pixel 10 later this year, and will likely continue through to Tensor G9, powering Pixel phones through 2030.
This change has reportedly caught Samsung off guard. According to a report from Korea, senior Samsung executives are holding emergency meetings to understand why the company lost one of its last major chipset clients.
Why Did Google Leave Samsung?
Google’s decision to partner with TSMC (Taiwan Semiconductor Manufacturing Company) seems to come down to efficiency and long-term reliability. While Samsung made the first four Tensor chips (G1 to G4) used in the Pixel 6 to Pixel 9, insiders say those chips didn’t always meet Google’s thermal or power targets, especially compared to Apple and Qualcomm devices that used TSMC-made chips.
TSMC’s 3nm node, which will be used for the Tensor G5, is known for better battery efficiency and more consistent chip quality — two things that are crucial for modern phones using AI, big cameras, and advanced graphics.
What Else Is Changing in Pixel 10?
It’s not just the chipmaker that’s changing. Google is making several major shifts in the Pixel 10’s hardware:
- Modem: Google is reportedly dropping Samsung’s Exynos modems in favor of MediaTek’s T900 — a surprise move, but one that could improve 5G performance and stability. (Some rumors still mention an Exynos option, but the MediaTek modem is more likely.)
- GPU: Instead of using Samsung or ARM-based graphics, Google is turning to Imagination Technologies for the Pixel 10’s GPU, aiming for better graphics power with lower heat.
- Chip Focus: The Tensor G5 isn’t expected to be a big leap in speed, but it will focus on better efficiency — meaning longer battery life and cooler operation. The bigger performance upgrade is expected with the Tensor G6, likely arriving in the Pixel 11.
Why This Is a Big Deal for Samsung
Until now, Samsung Foundry was Google’s exclusive chip partner for Tensor. Losing that deal is a major blow — especially since other big names like Qualcomm and Nvidia have already moved most of their production to TSMC.
With Samsung losing ground, this switch puts even more pressure on its chip division. The good news? Samsung is reportedly improving its 2nm GAA (Gate-All-Around) manufacturing tech, which could power future chips like the Exynos 2600, rumored to be part of the Galaxy S26 series.
If Samsung can deliver great performance with that chip, it might win back trust and clients in the future.
Quick Comparison: Samsung vs TSMC in 2025
| Feature | Samsung Foundry (G4) | TSMC (G5 and beyond) |
|---|---|---|
| Process Node | 4nm | 3nm |
| Efficiency | Moderate | Better |
| Thermal Performance | Mixed results | More consistent |
| Yield (production %) | Improving | Industry-leading |
| Major Clients | Fewer (mostly in-house) | Apple, Qualcomm, now Google |
What’s Next?
Google’s long-term shift to TSMC isn’t just about making faster phones — it’s about reliability, battery life, and flexibility. With MediaTek modems and Imagination GPUs now in the mix, the Pixel 10 could feel very different from earlier Pixel phones, especially in how it handles heat and battery usage.
Meanwhile, all eyes are on Samsung’s 2nm chip strategy. If the Exynos 2600 impresses next year, it could help Samsung compete again — not just with Google, but also with Qualcomm and Apple.
