Since 2021, Google has relied on Samsung to manufacture its Tensor smartphone processors. However, recent reports indicate that Google is shifting production of its upcoming Pixel 10 series to Taiwan Semiconductor Manufacturing Company (TSMC). Samsung is reportedly scrutinizing this shift closely, as it forms part of a broader examination of their underperforming foundry business. Korean news outlet The Bell, as cited by Jukanlosreve, reveals that Samsung is conducting an intense internal review following Google’s decision to transition its Tensor processor production to TSMC. This move reportedly caused significant surprise and concern both within Samsung and across the industry last month. An industry insider conveyed to The Bell, “Losing Google exemplifies the multiple, complex issues confronting Samsung Foundry simultaneously. Internally, numerous discussions and concerns are reportedly ongoing.” The report from The Bell highlighted multiple reasons behind Google’s decision to switch to TSMC. Among these are lower yields from Samsung’s advanced semiconductor manufacturing processes, insufficient resources for semiconductor design, and heightened competition between Google’s Pixel smartphones and Samsung’s Galaxy line. From a consumer standpoint, Google’s decision appears logical. Chips produced by TSMC generally run cooler and more efficiently, directly translating into improved battery life and reduced overheating. In contrast, Google’s Tensor-powered Pixel phones have become notorious for their overheating issues and inconsistent battery performance. Transitioning production to TSMC could significantly mitigate these ongoing user-experience problems. Further complicating matters, Samsung reportedly faces challenges with its upcoming manufacturing processes. The firm is experiencing delays and difficulties with its planned 2nm process technology. Samsung intended to use this technology for its Exynos 2600 processor, expected to debut in the Galaxy S26 series. Despite Samsung’s reported surprise, it remains unclear how genuinely unexpected Google’s decision was internally. News about Google’s shift to TSMC has been circulating publicly for months, suggesting that Samsung likely had prior knowledge. However, recent revelations about Google’s potential long-term deal with TSMC—possibly lasting until the Pixel 14—could indeed have caught Samsung off guard, explaining their intensified response and internal scrutiny.