Taiwan Electric Power Co., Ltd. Google Tensor G5 OEM is difficult to accept, and the strategic meeting review is missing

According to foreign media reports, Google plans to launch the flagship Pixel 10 series in 2025, and will use the Tensor G5 chip produced by Telco for the first time, which is not found by Samsung as usual. This chip will use the second-generation 3nm-distance N3E processing technology of tyrene and is packaged with InFO-POP.
Satisfied with this change, Samsung couldn't accept it. Therefore, the latest market news points out that Samsung is closely studying why Google transfers OEM orders to others. In response, Korean media The Bell reported that the Department of Device Solutions under Samsung's semiconductor industry recently held a global strategic meeting, one of the key topics is how to strengthen the strength of crystalline foundry. Samsung's chip business has been in trouble, and the loss of Google's orders has been re-created. The company is trying to find out the cause of the failure.
reported that Google High-level came to Taiwan not long ago and finalized a agreement with NTU, which is the Tensor chips used to exclusively produce Pixel 10 to Pixel 14 over the next five years. Therefore, Samsung’s first priority is to increase the yield of the 3nm process to more than 50% and continue to optimize.
In the past, Google had cooperated with Qualcomm for a long time, but later joined hands with Samsung to launch Whitechapel project and develop its own Tensor chip, with its design based on Samsung's Exynos chip. Since then, the Pixel series of Tensor chips have been produced by Samsung. Even if they enter the stage below 5 nanometers, the cooperation between the two parties remains unchanged. The problem occurs at the 3-nanometer stage, Samsung's yield has declined and its stability is still insufficient, becoming the main fire line for Google to replace its OEM partners.
Reporting emphasizes that Samsung hopes to improve its lack of customers to gain customer trust and gain a place in the competition with Taiwan Power. But considering the poor performance in the past, companies such as Google and Qualcomm will obviously carefully examine their chip quality before placing orders, and tend to adopt a double-foundry strategy to diversify risks. Some market insiders pointed out that Samsung OEM is still facing many technical problems and internal feelings are concerned about this.
Even though, Google still relies on Samsung on some components. For example, the Pixel 10 series will continue to use Exynos 5G data machines, not considering the solution to switch to the joint-department department. However, in the short term, the result of Tensor chip flowing to TECHNOLOGY will not be produced by Samsung.