Samsung and Qualcomm Deepen 2nm Foundry Negotiations as Pricing and Yield Gaps Remain Unresolved
nashnova research
Samsung is in expanded talks with Qualcomm over 2nm chip manufacturing, but pricing, yield, and process optimization remain unresolved — leaving Samsung's bid to reclaim Qualcomm's flagship orders still up in the air.
What are the two sides actually negotiating?
Samsung Electronics and Qualcomm are in expanded talks over 2nm process foundry cooperation, according to Digitimes.
2nm — one of the most advanced chipmaking nodes, delivering thinner circuits, higher performance, and lower power — is critical for next-generation flagship mobile processors.
This means → Samsung is trying to win back the manufacturing contract for Qualcomm's top-tier Snapdragon chips, a business that has largely gone to TSMC in recent years.
Where is the deal stuck?
The two sides disagree on three core issues: pricing, yield, and process optimization.
In plain terms = they can't agree on the price, the share of usable chips coming off the line isn't high enough, and the manufacturing process still needs tuning — three hurdles, none cleared.
The timeline and outcome of the talks remain unclear.
What does this mean for the market?
If Samsung lands the order, it would break TSMC's near-monopoly on cutting-edge foundry work — a real shift in the contract-manufacturing landscape.
If the gaps persist, Qualcomm's flagship chips will most likely stay at TSMC.
This reflects a broader reality: the 2nm race is no longer just about technology — pricing and yield are the decisive factors in where customers place their orders.
市场有风险，内容仅供研究参考，不构成投资建议。