Fast Technology May 8 news, TSMC is the world's largest and most advanced wafer foundry, but the foundry price is also the most expensive in the industry, especially advanced process OEM, 5nm chip OEM costs 17000 US dollars, 3nm and other next-generation processes are extremely expensive, it is difficult for other manufacturers except Apple to follow.
Google's Android son Pixel series also uses Tensor G series processors from Samsung and Google.This year is the Tensor G3 series, based on Samsung's chip improvement, and the production process is also Samsung's 4nm process.TSMC 4nm is not used, although the latter may be more energy efficient.
Rumor has it that next year's Tensor G4 will switch to Google's self-developed architecture, and turn to TSMC's 4nm process, and then the Tensor G5 will even go on TSMC's 3nm process.
However, the news is still uncertain, considering the sales volume of Google's Pixel series of phones.However, the news is still uncertain, considering the sales volume of Google's Pixel series of phones.
Due to the high cost of TSMC, coupled with Samsung starting to reduce prices to grab orders, and the yield is also gradually solved, their 4nm and 3nm processes will take away some orders in the future, with a price advantage of at least 20-30%, which is very attractive to customers.
So in addition to Google,Qualcomm, AMD and MediaTek are also rumored to be transferring orders to Samsung.Although the main orders will still be in TSMC, it can be expected that some products will turn to Samsung OEM, on the one hand, to reduce costs, and on the other, to negotiate price reductions with TSMC.
User comments