According to a caller study from Korea today, Qualcomm is inactive successful talks with Samsung astir the second joining TSMC successful making the former's upcoming flagship Snapdragon chips. Qualcomm is expected to denote the Snapdragon 8 Elite Gen 6 and the Snapdragon 8 Elite Gen 6 Pro later this month, and a batch of anterior rumors person suggested that TSMC volition beryllium the lone foundry making them.
However, today's caller study claims Qualcomm is inactive unfastened to a dual-source setup with TSMC and Samsung. This is made imaginable by the information that Samsung's 2nm yields person improved lately, though they're inactive trailing TSMC's. Samsung has allegedly reached a accumulation output of astir 55%, portion TSMC's output is astir 60-70%. That said, Qualcomm seemingly requires astir 70% astatine a minimum for large-scale declaration manufacturing.
Qualcomm and Samsung are reportedly successful the process of discussing "specifications, pricing, and process optimization", but it's inactive unclear what stock Samsung would get of the full Snapdragon 8 Elite Gen 6 production.
Then again, determination are concerns astir TSMC's accumulation capacity. The Taiwanese institution is targeting 60,000 wafers per period of 2nm capableness by the 4th fourth of this year, but Apple has seemingly snapped up much than fractional of that for its chips. So Qualcomm whitethorn person trouble securing capable volumes from TSMC astatine immoderate point, which is astir apt wherefore it's present talking to Samsung - arsenic a backup option, not needfully arsenic a superior supplier.
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