On June 23rd, according to media reports, Google and TSMC have reached a strategic partnership and successfully sent Tensor G5 chip samples to the verification stage.
This cooperation marks that TSMC will officially produce customized Tensor G series chips for the Google Pixel series. Tensor G5, as the first chip specifically designed for the Pixel series product line, will be manufactured using advanced 3nm technology.
At the same time, Qualcomm and MediaTek, two major chip giants, have also closely followed industry trends and decided to adopt TSMC's 3nm process. This choice means that flagship smartphones in the future market, regardless of which company's SoC they are equipped with, will reach similar high levels in semiconductor technology.
Although Google's SoC may be slightly inferior in architecture compared to industry giants such as Apple, Qualcomm, and MediaTek, with the help of TSMC's 3nm technology, Google is expected to narrow the performance gap with its competitors.
On the other hand, Samsung is currently facing the issue of yield rate. It is rumored that the yield of the second generation 3nm process (SF3) used by Exynos 2500 is only 20%, far lower than expected.
If the situation does not improve significantly in the coming months, Samsung may abandon the use of this SoC in its Galaxy S25 series launched next year and instead fully adopt the Qualcomm platform. This transformation will undoubtedly intensify the competitive situation in the smartphone market.