[News] Samsung-Qualcomm 2nm Deal May Slip to 2027; Foundry Resists Lower Pricing as Process Stabilizes - TrendForce

The collaboration between Samsung Electronics and Qualcomm for 2nm chip production may be delayed until 2027, primarily due to pricing disagreements. Although Qualcomm previously found Samsung's 2nm p... Read original →

The delay of the Samsung-Qualcomm 2nm chip collaboration to 2027 highlights a shift in global semiconductor supply chain pricing dynamics. Technologically, Samsung’s 2nm GAA yield has surpassed 70%, yet pricing resistance persists due to low order volumes and strong client leverage. With key clients like Tesla and Broadcom securing capacity, Samsung Foundry is asserting pricing power amid tight TSMC capacity and rising AI chip demand. From a market strategy perspective, Qualcomm risks delayed smartphone launches, while Samsung strengthens vertical integration through its Exynos 2nm SF2P chips for the Galaxy S27. This signals a broader industry transition from cost to value-driven competition, where technical barriers and supply chain resilience are becoming decisive factors in global chip manufacturing.