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Samsung and Qualcomm reopen 2nm talks as yield gap with TSMC narrows
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Fusion42 · 12 September 2026 · Fusion42 review
Samsung Electronics and Qualcomm are renewing discussions on 2-nanometer chip production as Samsung's yield rates improve, narrowing the gap with TSMC. The final decision on volume allocation depends on production yield and pricing, with Qualcomm considering dual sourcing due to capacity constraints at TSMC.
This Wire brief sits within Fusion42's coverage of Semiconductors, and 3 sources have reported it between 11 Sep 2026 and 12 Sep 2026.
◆ ◆ The Wire takeaway
Samsung's improving 2nm chip yield opens a door for you to pitch Qualcomm alongside TSMC as a dual supply option. Locking in volume now can offset TSMC's tight capacity and position you as a more stable partner if past overheating issues stay resolved.
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3 sources · first reported 11 Sep 2026 · latest 12 Sep 2026
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