Story perspectives

Qualcomm, MediaTek Eye Samsung Amid TSMC Price Hike

10/22/2025

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Summary

Story summary

Qualcomm Incorporated and MediaTek Inc. consider shifting 2nm production from TSMC to Samsung.
TSMC may raise wafer prices by up to 50%, squeezing margins for Qualcomm Incorporated and MediaTek Inc.
Samsung is expanding its foundry capabilities and pricing, potentially reshaping the semiconductor landscape.
Qualcomm Incorporated is validating chips on Samsung's process for the Snapdragon series.
Mass production is expected in late 2025, though Samsung yield challenges remain.

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Story summary

Qualcomm Incorporated and MediaTek Inc. consider shifting 2nm production from TSMC to Samsung.
TSMC may raise wafer prices by up to 50%, squeezing margins for Qualcomm Incorporated and MediaTek Inc.
Samsung is expanding its foundry capabilities and pricing, potentially reshaping the semiconductor landscape.
Qualcomm Incorporated is validating chips on Samsung's process for the Snapdragon series.
Mass production is expected in late 2025, though Samsung yield challenges remain.