Google Picks Taiwan Semiconductor For Pixel Chips, Samsung Loses Key Deal: Report
Portfolio Pulse from Anusuya Lahiri
Google is shifting its Pixel smartphone chip manufacturing from Samsung Foundry to Taiwan Semiconductor Manufacturing Co (TSMC) by 2025, due to Samsung's outdated technology. TSMC will produce future Pixel chips using advanced 3nm and 2nm processes. This move is expected to benefit TSMC and reflects ongoing demand for AI chips.
September 12, 2024 | 1:29 pm
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POSITIVE IMPACT
Alphabet Inc's Google is transitioning its Pixel chip production from Samsung to TSMC, aiming for more advanced technology. This strategic move could enhance Google's product offerings and competitiveness in the smartphone market.
By choosing TSMC's advanced manufacturing processes, Google aims to improve its Pixel smartphones' performance, potentially increasing its market share and stock value.
CONFIDENCE 90
IMPORTANCE 75
RELEVANCE 80
POSITIVE IMPACT
Nvidia is indirectly mentioned as a customer for the bufferless high-bandwidth memory 4 (HBM4) AI chip developed by Samsung and TSMC. This collaboration could enhance Nvidia's AI chip offerings.
Nvidia's involvement in the HBM4 AI chip development with Samsung and TSMC could strengthen its AI chip portfolio, potentially boosting its market position and stock price.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50
POSITIVE IMPACT
Taiwan Semiconductor Manufacturing Co (TSMC) has secured a key deal with Google to produce future Pixel smartphone chips, replacing Samsung Foundry. This deal involves using TSMC's advanced 3nm and 2nm processes, which could boost TSMC's market position and stock price.
TSMC's new deal with Google to manufacture Pixel chips using advanced technology positions it as a leader in the semiconductor industry. This is likely to enhance its market share and stock performance, especially given the ongoing demand for AI chips.
CONFIDENCE 95
IMPORTANCE 85
RELEVANCE 90
NEGATIVE IMPACT
Samsung Foundry has lost a significant contract with Google for Pixel chip production to TSMC due to outdated technology. This could negatively impact Samsung's market position and revenue from chip manufacturing.
Samsung's loss of the Google Pixel chip contract to TSMC highlights its technological lag in chip manufacturing, which could lead to decreased revenue and market share.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 85