Overview
- New reports say Samsung’s second‑generation 2nm GAA yields are stabilizing, improving its chances to win Qualcomm business, though no manufacturing deal has been announced.
- With TSMC’s leading‑edge capacity reportedly tight, major customers are weighing dual‑sourcing, including a scenario where Snapdragon 8 Elite Gen 6 variants split between TSMC N2P and Samsung 2nm, which remains unconfirmed.
- Samsung plans EUV testing at its Taylor, Texas facility in March as it shifts the site from 4nm to 2nm GAA, an investment estimated at more than $37 billion.
- KB Securities’ Kim Dong‑won projects the foundry unit could return to profit in 2027 after an estimated 7 trillion won loss in 2025, assuming sustained 2nm yield gains and higher 4nm/8nm utilization.
- Reports also point to interest beyond Qualcomm, including claimed AMD orders tied to next‑generation lithography and ongoing engagement from Tesla and other chip buyers.