Samsung Reportedly in Talks to Make Google’s Next Tensor Chip

Samsung Electronics has reportedly received an order for the Google Pixel 9’s Tensor G4 processor, a smartphone that will launch next year. This information was reported by industry insiders on June 30, noting that the Tensor G3 chipset included in the Pixel 8 series was also produced by Samsung Electronics a year earlier. Securing big clients one after another in the front-end process is likely to increase its market share in foundry semiconductor consignment manufacturing. The Tensor G4 is expected to be a model that features an enhanced Central Processing Unit (CPU) compared to the Tensor G3.

With the help of its flagship 4nm third-generation process and its upcoming 3nm technology, Samsung Electronics has recently been able to draw in sizable clients. AD Technology, a design company, has revealed that it has secured a contract from a foreign client for a server-oriented semiconductor design project that would utilize the 3nm process of Samsung Electronics factories. It is known that the client firm is a high-performance computing (HPC) chip manufacturer in the United States, even if the exact name of the customer was withheld. With an industry-estimated study yield of over 60%, Samsung Electronics is presently mass manufacturing a 3nm first-generation GAA-based semiconductor.

Google Pixel 9 Leak: Tensor G4 Processor Could Still Be Based on Samsung’s Exynos

At first, it was anticipated that Google would start using Taiwan’s TSMC for G4 manufacturing. However, the business was forced to work with Samsung Electronics once more since there was no collaboration with TSMC about manufacturing quantity and schedule. It looks like the recent sharp price increase in Samsung Electronics’ 4nm process yield has had an effect. This technology is also expected to be used in the production of Samsung’s next-generation AP Exynos 2400, which was brought back to life after a two-year break.

TSMC continued to lead the foundry sector in the second quarter of this year, with a 56.5% market share, according to statistics published by semiconductor market research company TrendForce late in September. But it dropped by almost 4 percentage points from 60.2% in the first quarter.

Jeong Ki-bong, Vice President of Samsung Electronics Foundry Business Division, stated,When the maturity of the next-generation process increases and the era of 2nm in 2025 and 1.4nm in 2027 arrives, a different situation from the present will unfold.”

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