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Samsung and Qualcomm reopen 2nm talks as yield gap with TSMC narrows
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Fusion42 · 13 September 2026 · Fusion42 review
Samsung Electronics and Qualcomm have resumed discussions on 2-nanometer foundry collaboration as Samsung's production yield improves, narrowing the gap with TSMC. While TSMC currently leads in yield and Qualcomm's next Snapdragon chips are expected to be mostly produced by TSMC, Samsung's production capacity advantage and improved yield place it in contention for future orders.
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 improved 2-nanometer yield forces Qualcomm to revisit its sole reliance on TSMC despite earlier overheating issues. Chip founders targeting Qualcomm should closely watch Samsung’s yield proofs or prepare for capacity constraints from TSMC.
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3 sources · first reported 11 Sep 2026 · latest 12 Sep 2026
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