NVIDIA Rumored to Switch to Samsung Foundry for 2nm Process

NVIDIA is reportedly exploring a switch to Samsung Foundry for its 2nm chip production, moving away from TSMC due to the high costs and TSMC's growing market control. This rumor comes amidst concerns about TSMC's pricing power in the 2nm market. Diversifying 2nm Supply According to a report by Ctee, major clients like NVIDIA are discussing alternatives to TSMC for their 2nm chip orders. They believe TSMC's 2nm costs are too high and that TSMC is leveraging its position as the primary "credible" supplier to control prices. While TSMC, Samsung, and Rapidus (a Japanese firm) are all potential 2nm suppliers, TSMC currently leads in yield rates. However, major clients are seeking to diversify their supply chains and reduce reliance on TSMC, potentially opening up opportunities for competitors. This isn't just NVIDIA as companies like Qualcomm are also reportedly seeking a "dual source" approach. Samsung Foundry as an Option Specifically, the report suggests N…