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New reports suggest Qualcomm and MediaTek are unlikely to shift 2nm chip production to Samsung Foundry despite earlier speculation. Industry sources indicate timing constraints and acceptable TSMC pricing make such a transition improbable. The semiconductor giants appear committed to maintaining technological parity with Apple through existing partnerships.

Timing Constraints Challenge Foundry Transition

Recent speculation about Qualcomm and MediaTek switching to Samsung Foundry for their 2nm chip orders appears increasingly unlikely, according to supply chain sources familiar with the matter. The reports, which initially suggested both semiconductor designers were exploring alternatives to TSMC due to rising costs, now face significant timing challenges that make such a transition impractical for upcoming product cycles.