The Tensor G5 will debut alongside the Pixel 10 series later this year. For the first time since Google began developing its custom chipsets, the Tensor G5 will not be manufactured by Samsung. Instead, TSMC will handle full-scale production using its second-generation 3nm node.
Samsung had originally been involved in prototyping the Tensor G5. An image shared by tipster @Jukanlosreve shows a Pixel 10 prototype chip labeled ‘G5’ with ‘SEC’ branding, which links it to Samsung. This suggests early testing stages were underway at Samsung before Google finalized its deal with TSMC.
Tensor G5 Technical and Manufacturing Summary
| Aspect | Details |
|---|---|
| Chipset Name | Tensor G5 |
| Device Series | Google Pixel 10 |
| Primary Manufacturer | TSMC |
| Previous Manufacturer | Samsung (Prototype Stage) |
| Fabrication Node | TSMC Second-Gen 3nm (N3E) |
| Technology Shift | From Samsung 3nm GAA to TSMC 3nm FinFET |
| Expected Launch | Late 2025 |
| Partnership Duration | Up to 5 years |
| Official Source | Wccftech Tensor G5 Coverage |
Samsung’s 3nm GAA Yields Disappointed Google
Samsung’s 3nm GAA node, once seen as cutting-edge, has underperformed in real-world yield and efficiency. Customers reported yield issues and power inefficiencies, which directly impacted early Tensor G3 and G4 chips. By the time the Tensor G5 reached the prototype stage, Samsung had failed to meet critical manufacturing thresholds.
The leaked image of a prototype Tensor G5 bearing ‘SEC’ (Samsung Electronics Co.) markings indicates that Samsung was initially involved. However, clues from the same image; particularly the K3KL4L4 label may point to DRAM packaging rather than the chip itself. Even so, the association was strong enough to warrant scrutiny.
Google’s Strategic Move to TSMC
Google’s pivot to Taiwan Semiconductor Manufacturing Company (TSMC) signals a calculated decision. TSMC has become the global leader in semiconductor fabrication, with consistent yield performance and technological lead over rivals. For Tensor G5, TSMC’s second-gen 3nm process (N3E) offers better power efficiency, density, and thermal characteristics.
Google executives met TSMC leaders in Taiwan and reportedly secured a multi-year partnership. This could result in TSMC fabricating not just the Tensor G5 but also its successor, the Tensor G6, which is rumored to shift to the 2nm process node in 2026.
Samsung’s 2nm GAA Comeback Strategy
Though Samsung lost the Tensor G5 contract, it is not entirely out of the game. The Pixel 10 series will still use Samsung’s Exynos 5G modems, confirming an ongoing relationship.
Samsung is also focusing heavily on first-generation 2nm GAA development. The company has launched an internal push to increase chip yields to 70% within six months. If successful, Samsung could become a viable competitor again and perhaps win back contracts for future Tensor chipsets.
TSMC vs Samsung: The Battle for Silicon Supremacy
| Feature | TSMC | Samsung |
|---|---|---|
| Current Process Node | 3nm FinFET (N3E) | 3nm GAA (1st Gen) |
| Yield Rate | ~70%+ | ~20–30% (as reported) |
| Roadmap | 2nm in late 2025–2026 | 2nm GAA with improved yields |
| Major Clients | Apple, AMD, Nvidia, Google | Qualcomm (partial), Google (modems) |
| Mass Production | Stable | Experimental |
What Tensor G5 Means for Pixel 10 Performance
Switching to TSMC for the Tensor G5 could significantly improve the Pixel 10’s battery life, thermal control, and sustained performance. Users should expect:
- Faster AI computation from improved ML accelerators
- Lower power usage under load due to better thermal characteristics
- More compact die design enabling smaller devices or larger batteries
- Improved heat dissipation, helping prevent thermal throttling
These gains stem not from a complete architecture overhaul, but from TSMC’s refined 3nm node enabling better chip layouts and power distribution.
Final Notes on Google’s Semiconductor Evolution
While there’s no formal introduction or conclusion here, one thing is clear: the Tensor G5 marks a turning point in Google’s approach to chip development. Moving from Samsung to TSMC isn’t just about performance; it’s about long-term reliability, control over yield timelines, and pushing Pixel devices further into flagship territory.
The battle for chip supremacy continues. For now, TSMC holds the crown. But if Samsung’s 2nm GAA ambitions succeed, Google could be back at their door soon.
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