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# Samsung loses Google's chip business as Tensor partnership fractures
- URL: https://adjacent.media/signals/samsung-loses-googles-chip-business-as-tensor-partnership-fractures/
- Published: 2026-08-13T16:11:36.000Z
- Updated: 2026-08-13T16:11:36.000Z
- Description: Google is systematically moving away from Samsung as its semiconductor manufacturer, consolidating production with TSMC and other foundries for its custom Tensor chips. The shift threatens Samsung’s high-margin foundry business and signals Google’s confidence in its own chip design capabilities.
- Author: Jonathan Greene
- Tags: #signal, theme-connected, semiconductor manufacturing, supply chain, chip design partnerships

Source: [SamMobile](https://www.sammobile.com/opinion/samsung-semiconductor-losing-google-one-product-at-a-time/?ref=adjacent.media)

Google is systematically moving away from Samsung as its semiconductor manufacturer, consolidating production with TSMC and other foundries for its custom Tensor chips. The shift threatens Samsung's high-margin foundry business and signals Google's confidence in its own chip design capabilities. Google is reducing dependency on a single supplier and strengthening ties with TSMC, which has become the dominant player in cutting-edge semiconductor manufacturing. For Samsung, losing a blue-chip customer like Google represents a tangible loss of influence in the AI-accelerated chip market, where volume and relevance increasingly determine a foundry's power and pricing leverage.