Samsung Electronics Co LtdSamsung's refusal to cut 2nm pricing stalls a Qualcomm foundry deal, delaying a key customer arrangement.
Qualcomm and Samsung Electronics are struggling to finalize terms for a potential 2nm chip manufacturing arrangement, with pricing emerging as a key obstacle in the discussions. Qualcomm is seeking more competitive manufacturing costs, while Samsung appears less willing to reduce pricing as it builds its advanced foundry business around larger customer commitments. The disagreement could delay production of Qualcomm's next-generation chips until 2027. The timing could matter for Samsung's efforts to rebuild its relationship with Qualcomm, which shifted some production away from Samsung after 2021. Samsung's expanding customer base may also be affecting its negotiating position, after it agreed in July to a multiyear AI-chip arrangement with Broadcom worth more than $200 billion through 2030, covering advanced manufacturing and packaging technologies. The discussions could still lead to Qualcomm using Samsung's 2nm process for future application processors, and neither company had issued an official statement on the reported delay.
Samsung Electronics Co LtdSamsung's refusal to cut 2nm pricing stalls a Qualcomm foundry deal, delaying a key customer arrangement.
Qualcomm IncorporatedPricing dispute stalls 2nm manufacturing terms with Samsung, potentially delaying Qualcomm's next-gen chip production until 2027.
Broadcom Inc
Samsung Electronics Co LtdSamsung's refusal to cut 2nm pricing stalls a Qualcomm foundry deal, delaying a key customer arrangement.