In a surprising move that caught the tech industry off guard, Google has shifted its focus to Taiwanese manufacturers for procuring semiconductor chips for its upcoming Tensor and AI chips. This change is a notable departure from Google's previous reliance solely on Samsung Foundry, according to reports from Taiwan Economic Daily.
Google's Latest Strategic Move Reports suggest that Google has reached out to several Taiwanese companies, including King Yuan Electronics Co., Ltd. (KYEC), and has made investments in KYEC's facilities to ensure a consistent chip supply. This decision is viewed as a deliberate effort by Google to distinguish its Tensor System on Chip (SoC) lineup from competitors like Qualcomm. It also aims to distance itself from perceived similarities with Samsung's Exynos chips in terms of performance and design.
Exploring New Horizons By partnering with a relatively new supplier in the market, Google aims to stand out in the mobile SoC segment. This collaboration not only has the potential to improve chip design and performance but could also bring significant advantages to KYEC. The shift in sourcing strategy is expected to give Google a competitive edge, fostering closer collaboration with the chip manufacturer and potentially leading to more innovative and optimized chip designs.
The Path Ahead for Google's Tensor Lineup Despite this significant shift, immediate changes in the Tensor lineup are not expected. However, the Tensor G5 SoC, which is two generations away, holds the potential to be a game-changer for Google and its new partners. Anticipated as a pivotal development, the Tensor G5 SoC is poised to set the stage for the future of Google's chip design and manufacturing partnerships.
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