Overview

• Qualcomm is finalizing test production of its ‘Kaanapali S’ variant on Samsung’s 2nm GAA node ahead of a planned early 2026 volume ramp exclusively for Galaxy S26 devices.
• The standard Snapdragon 8 Elite 2 will continue to be produced on TSMC’s 3nm process to maintain supply resilience amid rising wafer costs.
• Samsung Foundry has paused work on its 1.4nm node to concentrate on boosting its 2nm yields, which have now surpassed 40%.
• Samsung plans to begin high-volume manufacturing of 2nm AI chips at its Taylor, Texas, fab in the second half of 2026 to extend beyond smartphones.
• Qualcomm is also evaluating a 2nm ‘Trailblazer’ design on Samsung’s process for potential supercomputing and automotive applications.