Qualcomm might have one of the largest market shares when it comes to mobile chipsets, but when it comes to actually making these chipsets, TSMC is king. But it looks like TSMC will compete with Samsung for future Qualcomm business, especially when it comes to 2nm chipsets.
ETNews is reporting that Qualcomm has apparently commissioned Samsung to make a prototype 2nm chipset for them. This will be for a future unknown Qualcomm chipset. It probably won’t be coming anytime soon, but it is a good sign for Samsung. TSMC has typically led the race when it comes to smaller manufacturing processes. Qualcomm reaching out to Samsung suggests that TSMC might have some competition.
At the moment, Qualcomm’s latest flagship chipset, the Snapdragon 8 Gen 3, is still built on the 3nm process. This is despite the fact that 3nm chipsets are already out in the wild, like Apple’s A17 Pro. The Snapdragon 8 Gen 4 will probably use the 3nm process, according to the rumors. This means that the Gen 5 is the most likely candidate to use the 2nm process.
There is no guarantee that Samsung will land the gig, but it’s still good news for the company if Qualcomm is interested in seeing if it is viable.