Qualcomm’s Dual-Sourcing Strategy: Samsung’s Opportunity with 2nm Chipsets

Samsung could potentially secure orders to produce 2nm Snapdragon 8 Gen 5 chipsets for Qualcomm in the future. This development stems from Qualcomm’s CEO hinting at a dual-sourcing strategy for Snapdragon processors, indicating a significant opportunity for Samsung Foundry.

Dual-Sourcing Strategy

Qualcomm’s CEO, Cristiano Amon, recently expressed interest in adopting a dual-sourcing production strategy, considering both TSMC and Samsung as potential partners. This strategic move aims to mitigate risks associated with relying solely on TSMC for chipset production.

Consideration of 2nm Process Technology

Reports suggest that Qualcomm’s Snapdragon team views Samsung’s 2nm process technology favorably. Discussions are underway regarding the diversification of production between Samsung Electronics in South Korea and TSMC in Taiwan.

Manufacturing Orders for Snapdragon 8 Gen 5

Previous reports hinted at Samsung potentially receiving orders to manufacture the “for Galaxy” variant of Snapdragon 8 Gen 5 processors. These chipsets are expected to power upcoming Galaxy S and Z series smartphones slated for release in 2026.

Collaboration Potential

Cristiano Amon indicated a serious consideration of collaborating with Samsung for semiconductor manufacturing through their foundry services. While TSMC remains the current focus for foundry production, Amon acknowledged the potential for collaboration with both TSMC and Samsung in the future.

Future Prospects

While TSMC currently dominates the foundry market, Samsung’s expertise in semiconductor manufacturing positions it as a strong contender for future collaborations with Qualcomm. As discussions progress and technological advancements continue, Samsung Foundry could play a pivotal role in diversifying chipset production for Snapdragon processors.

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