According to a report from business korea, the third generation of Google Tensor will use Samsung’s 3nm process node, boosting the Korean company’s foundry business. The 3rd generation of his Tensor will be used in the Google Pixel 8 smartphone expected to debut in late 2023.
The search giant introduced its own mobile SoC co-designed with Samsung in 2021 when the Pixel 6 was released. His Pixel 7 with 2nd generation Google Tensor is expected to release this fall.
Offering customized chip designs could be another strategy Samsung employs to boost its foundry business, as exemplified by its close cooperation with Google in mobile SoC development.As anand tech As pointed out in 2021, Google Tensor not only closely followed the naming scheme of Samsung’s Exynos chipset, but was also based on Samsung’s 5nm-based Exynos 2100 chipset and basics such as power management and clock management architecture. They shared many similarities, from generic IP blocks to higher level IP blocks such as ISPs. , memory controllers, and media codecs.
This paved the way for Google to become a major client of Samsung’s foundry business. Google Tensor 1 will be manufactured on Samsung’s 5nm process and Google Tensor 2 will use Samsung’s 4nm process. Samsung’s first-generation 3nm process technology, which applies a gate-all-around (GAA) transistor architecture, just started production at the end of June, embodying the Korean company’s ambition to challenge TSMC.
However, there are still several challenges Samsung has to overcome. Rumors of low yields have been plaguing the company, with the 4nm process reportedly yielding just 35% in early 2022 and longtime partner Qualcomm to transfer Snapdragon 8 Gen 1 processors to TSMC. Meanwhile, its 3nm yield is said to be below 20%.
South Korea’s awkward position during the US-China technology war has exacerbated the problem. PanSemi, a Chinese cryptomining equipment maker, was one of Samsung’s few known customers for his 3nm process. Since the US banned the supply of his EDA software related to his GAA technology to China in mid-August, Samsung will no longer be able to take orders from China-based IC design firms. It’s unclear if Samsung’s business with Pansemi has been jeopardized by US regulations.
https://www.digitimes.com/news/a20220901VL206/3nm-google-samsung.html?chid=10 The latest Google Tensor SoC could use Samsung’s 3nm process