Despite earlier speculation about a major foundry shift, supply chain sources believe Qualcomm and MediaTek are unlikely to switch their 2nm chip orders from TSMC to Samsung. The rumors emerged after TSMC announced pricing increases, but timing and technical challenges make the transition nearly impossible for 2026 launches.
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Qualcomm & MediaTek Unlikely to Switch to Samsung for 2nm Chips
TSMC’s estimated $30,000 per 2nm wafer gave rise to speculation that increased costs were too much for Qualcomm and MediaTek, prompting discussion about Samsung as an alternative. However, industry insiders now dismiss these claims as part of a broader South Korean tech narrative.
Why the Switch Won’t Happen
| Factor | Details |
|---|---|
| Timing Issues | Next-gen SoCs already finalized or taped out |
| Launch Timeline | 2nm chips scheduled for late 2026 (TSMC) vs 2027 (Samsung GAA) |
| TSMC Pricing | $30,000 per 2nm wafer |
| Current Status | MediaTek completed 2nm tape-out; foundry partner undisclosed |
The Timing Problem
IC design sources mentioned that such rumors are unlikely because next-generation SoCs have typically been finalized or taped out. MediaTek already announced successful tape-out of its first 2nm silicon scheduled for late 2026, though the foundry partner wasn’t mentioned at the time.
The real issue? For any adjustments using Samsung’s 2nm GAA technology, the first chipset utilizing this lithography would launch in 2027, not 2025. This timeline mismatch makes switching foundries impractical for chips launching next year.
Why Stay with TSMC Despite Higher Costs?
Qualcomm and MediaTek have willingly wanted to keep the technological pace with Apple, even if it means absorbing higher manufacturing costs. The Snapdragon 8 Elite Gen 6 could easily cross $300 per unit, while MediaTek’s Dimensity 9600 aims to stay under this threshold.
Interestingly, Qualcomm continues dealing with Samsung, requesting samples for the 2nm GAA version of the Snapdragon 8 Elite Gen 5 for evaluation—suggesting potential partnership for future generations, not immediate production.
The Korean Media Factor
Industry observers note Korean media often hypes business deals prematurely. Even the faintest of rumors will pick up steam and reach hundreds of outlets, even if it is not true. Both companies will likely monitor Samsung’s 2nm GAA process and Exynos 2600 performance before committing to any foundry changes.
For more updates on semiconductor industry developments and chip manufacturing trends, stay tuned as the 2nm race continues.
FAQs
Will Qualcomm and MediaTek switch to Samsung for 2nm chips?
No, supply chain sources say timing issues and finalized SoC designs make switching unlikely for 2026 launches.
Why is TSMC’s 2nm so expensive?
TSMC charges approximately $30,000 per 2nm wafer due to advanced manufacturing complexity and high demand.
