Source: SamMobile
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.