Samsung's long-standing partnership with Google for manufacturing the Tensor chips has come to an end as Google opts for TSMC for the upcoming generations of Tensor chips. This decision has caught Samsung executives off guard, prompting them to regroup and strategize for the future.
While Samsung still produces chips for its Exynos division, the shift in alliances by Google marks a significant change in the semiconductor industry. With Qualcomm and other major players already moving their chip production to TSMC, Samsung now finds itself facing increased competition in the market.
Meanwhile, Google is gearing up to introduce the Tensor G5 chips for the upcoming Pixel 10 series, showcasing a focus on efficiency rather than raw performance. The company is also exploring new opportunities, such as developing a Tensor chip for smartwatches.
On the other hand, Samsung is making progress with its 2nm GAA node technology, which could potentially boost the performance of its upcoming Exynos 2600 chip. This chip is rumored to power the Galaxy S26 series and could serve as a testament to Samsung's foundry capabilities.
