According to a report, Google's shift to TSMC for the Pixel 10's Tensor G5 chip was a "shock" to Samsung and is serving as a wake-up call.
  • Exec@pawb.socialEnglish
    8·
    12 days ago

    That? The loss of sales for Pixel was a wake up call? Not like literally no other company buying capacity from them for bleeding edge consumer tech?

    • Buffalox@lemmy.worldEnglish
      7·
      12 days ago

      Pixel phones were never bleeding edge performers, so I don’t think that’s the only problem.
      I’m guessing there is more to it than the article is mentioning.
      Maybe Google was getting huge discounts, and even that wasn’t enough to keep their business.
      So my guess is the problems with value is not just the yields and performance.
      I’m sure Samsung is very well aware of the differences between TSMC and Samsung 3nm process, But they probably miscalculated the value of their own process, and they may already have production running at a loss, for sure their margins must be razor thin.