Samsung is struggling to find chip buyers for 3Nm chipsets due to low yields, as the company enters its third year in production. This comes when Google has transferred its upcoming tensor G5 SoC from TSMC.
Google has rely on Samsung’s foundry to produce every generation of Google tension lineup. It consists of the first 5Nm model for the current 4Nm SoC in the Pixel 9 series. Recent reports indicate that Google does not plan to live with Samsung for the needs of its processor and is planning to work with TSMC for Tesor G5.
According to a new report, Samsung’s semiconductor division is struggling to find buyers for its 3Nm processor) ChosunbizThe current yield is only at 50%, while TSMC is working on 90%. This does not seem to be a case of a new product, as the original report states that Samsung has been producing 3Nm SoCs for three years. With low yield it will indicate further issues, and OEM has taken notice.
The TSMC has a big leg for some time, and was thought that Samsung would be able to pounce and the new chip would demand a significant part of the market as 4Nm and 3Nm have become more viable. With this new data, it is clear that OEMs such as Qualcomm, MediaTek, Google and others are allegedly trying to work with TSMC at a high price for the latest SOCS with a reliable yield.
For Google, the previous leaks not only note that the company plans to build a tensor G5 SoC with TSMC, but also that the company has locked the Pixel 14 series. This is an additional 3 to 5 years with semiconductor veteran.
The report states that there have been cases of customers to find issues with Samsung’s chip construction process and turn to its opponent. It does not seem to have an example of an inner formula of an unknown industry, which claims that doubt with Samsung’s foundry is increasing. This is not visible for the company’s 7Nm division, as its chipset will be found in Nintendo Switch 2.
Whether or not the company is struggling, it is clear that popular options remain TSMC for most manufacturers. As chipmakers go into a 2Nm chipmaking process, it will be interesting to see if things remain the same or shift to Samsung’s favor.
