"Qualcomm wants Samsung to manufacture its next generation of mobile chips. The American chip manufacturer is considering using Samsung's latest 2nm process, CEO Cristiano Amon told the Korea Economic Daily on Wednesday. According to Amon, Qualcomm is in talks with several chip manufacturers, one of which is Samsung. The design work has already been completed for commercialization in the short term, according to the CEO. Samsung and Qualcomm themselves do not comment on specific customers or collaborations outside regular business hours."
"The potential move would mark a return to Samsung's most advanced production nodes. Samsung signed a $16.5 billion deal with Tesla for AI chips in July. It therefore appears that Samsung is finally back on track with its foundry business, after years in which TSMC further expanded its dominant position. Co-CEO Jun Young-hyun called these recent supply deals a stepping stone for "a big leap forward" in the loss-making foundry division."
"The choice of Samsung was partly made possible by the capacity limit at competitor TSMC. That company has fully booked its 2nm production capacity, mainly due to orders from Apple and Nvidia. These parties are often at the forefront (especially Apple) when it comes to new processes. This limits the available slots for other customers such as Qualcomm. A dual foundry strategy reduces the risk of delays. It also helps to design chips that can be manufactured elsewhere than by a single player."
Qualcomm is considering using Samsung's latest 2nm process and is in talks with several chip manufacturers, with design work completed for short-term commercialization. Samsung recently signed a $16.5 billion deal with Tesla and has secured additional supply agreements that its co-CEO described as a stepping stone toward a big leap forward in the foundry division. TSMC's 2nm capacity is fully booked by customers like Apple and Nvidia, prompting Qualcomm to pursue a dual foundry strategy to reduce delay risk and enable manufacturing flexibility. Samsung's Taylor, Texas factory provides an American 2nm supply chain advantage. Previous Samsung-Qualcomm chips faced overheating and low yields.
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