According to industry rumors, Qualcomm may have no choice but to rely solely on TSMC for manufacturing its next two flagship Snapdragon processors: the Snapdragon 8 Elite Gen 2 and Gen 3. TSMC's dominance in cutting-edge lithography leaves Qualcomm with limited options, despite the potential for higher costs.
TSMC's 3nm and 2nm Processes
Leaker Digital Chat Station claims that Qualcomm will utilize TSMC's 3nm 'N3P' process for the Snapdragon 8 Elite Gen 2, expected in 2025. This improved 3nm variant should offer performance and efficiency gains over the current N3E. However, relying on a single supplier could drive up wafer prices, potentially leading to a more expensive chip.
For the Snapdragon 8 Elite Gen 3, slated for 2026, Qualcomm is rumored to make the jump to TSMC's 2nm process. This would align Qualcomm with Apple's expected transition to 2nm, although the high wafer costs associated with this advanced node are a significant factor.
Samsung Out of the Picture?
While Samsung could be a potential alternative to reduce costs, their struggles with 3nm GAA yields make them a less attractive option. This reinforces TSMC's position as the leading foundry for high-end chip production.
It's important to note that these are still rumors, and it's advisable to treat this information with caution until official confirmation from Qualcomm.
