The Tensor G5 was a disappointing release, as Google’s first SoC to utilize TSMC’s cutting-edge lithography was once again behind the competition in raw performance and efficiency. Despite these shortcomings, the Mountain View is expected to witness the highest year-over-year chipset shipments growth for 2026, beating out its rivals, who are estimated to see declines in the tally due to the DRAM shortage. Global smartphone chipset shipments to decline by 7% in 2026, with Chinese OEMs hit the hardest; Apple, Samsung, and Google are better positioned thanks to a strong integrated supply chain and robust focus on in-house silicon development The […]

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