NVIDIA and Qualcomm Reportedly Eye Samsung Foundry for 2nm Chips Over TSMC
Rising production costs and limited capacity at TSMC are leading major tech firms to explore alternatives for next-generation chip manufacturing.
- NVIDIA and Qualcomm are rumored to be considering Samsung Foundry for 2nm chip production, citing high costs and limited capacity at TSMC.
- TSMC's dominance in advanced semiconductor nodes is being challenged as clients seek to diversify their supply chains.
- Samsung Foundry faces scrutiny over past performance issues, including low yields and overheating chips, but aims to regain market share with its 2nm process.
- Apple has delayed its adoption of TSMC's 2nm process until 2026, further complicating the rollout of the new technology.
- TSMC plans to significantly increase its 2nm production capacity by 2026, but the current challenges could impact its market share in the short term.