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First True Google-Made Tensor Chip Set to Debut in Pixel 10
Google’s highly anticipated Pixel 10 smartphone series is about to receive a major performance upgrade with the introduction of the Tensor G5 application processor (AP). Unlike its predecessors, which were built on a modified Samsung Exynos platform, the Tensor G5 represents Google’s inaugural chip fully designed in-house. This strategic move empowers Google to embed exclusive AI and machine learning-powered Pixel features directly at the silicon level, promising significant leaps in performance and efficiency for next-generation Android smartphones.
TSMC Takes the Helm Amidst Samsung Foundry Setbacks
The Tensor G5 is not just notable for its architectural overhaul—it also marks a shift in manufacturing partnerships. For the first time, Google has chosen the industry giant TSMC (Taiwan Semiconductor Manufacturing Company) as its foundry partner, after working with Samsung Foundry for all four earlier Tensor processors. This shift is widely attributed to Samsung’s recent difficulties with 3nm yield rates, paving the way for TSMC—renowned for its advanced chip fabrication and consistently high yields—to secure the contract.
Controversy Surrounds Leaked Tensor G5 Prototype Photo
A stir recently erupted on social media after tipster @Jukanlosreve shared an image on X (formerly Twitter), claiming to display a prototype of the Tensor G5 AP labeled "SEC," commonly associated with Samsung Electronics. The image immediately fueled rumors that, in its earliest development stages, Google may have considered manufacturing the chip with Samsung Foundry.
However, industry experts point out several inconsistencies. Typically, Samsung does not use "SEC" as an official foundry marking on finished silicon, and key identifying numbers appear to have been intentionally obscured in the leaked photo—possibly as part of a broader attempt to muddy the chip’s origins. These speculations arise amidst news that Samsung Foundry has been scrutinizing why it lost the coveted Tensor G5 deal to TSMC, as reported by Korean financial outlet The Bell. While this doesn’t confirm that a Samsung-made prototype exists, it underlines the intense competition and surprises within the semiconductor sector.
Comparing Foundry Giants: Samsung vs. TSMC
Samsung Foundry’s manufacturing yield woes have recently led to a decline in its global market share, slipping from 8.1% in Q4 2024 to 7.7% in the first quarter of 2025. In stark contrast, TSMC’s share rose slightly during the same period, cementing its dominance in the contract chip fabrication market. The shift of the Tensor G5 contract exemplifies the growing trust major technology brands are placing in TSMC’s advanced process technologies.
Emerging Competition: 2nm Exynos 2600 and Galaxy S26
While Samsung may have lost out on the Tensor G5, it’s focusing efforts on the Exynos 2600 AP, fabricated using its cutting-edge 2nm process. This processor is expected to power the upcoming Galaxy S26 and Galaxy S26+ in most markets outside the U.S., Canada, and China. If successful, these devices will be among the world’s first smartphones featuring a homegrown 2nm chip—an important milestone for Samsung’s competitive positioning in high-end semiconductors.
Use Cases, Advantages, and Market Outlook
For Google, the Tensor G5 sets the stage for even deeper integration of AI, seamless user experiences, and exclusive Pixel features, making the Pixel 10 series a highly anticipated release for smartphone enthusiasts and professionals alike. The transition to TSMC’s advanced foundry processes also suggests improved energy efficiency, performance stability, and more aggressive feature integration.
As for Samsung, its upcoming Exynos 2600 project signals a continued drive for innovation, with 2nm technology poised to redefine flagship Android performance, especially in non-U.S. markets.
Looking Ahead
Despite the ongoing rumors and prototype controversies, one fact stands clear: the Google Pixel 10 lineup, powered by the TSMC-built Tensor G5, is set for an official unveiling on August 20th, with units expected to hit retail shelves by August 28th. This launch marks a new chapter in the evolution of custom smartphone chipsets, pushing the boundaries for Android users worldwide.
Source: phonearena

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