Qualcomm expands cooperation scope and is expected to cooperate with TSMC and Samsung to develop 3nm chips

Qualcomm recently announced a compelling plan to cooperate with TSMC and Samsung in the development of future 3nm chips. Although the official rollout is not planned for another year, design and assembly work will proceed ahead of schedule. This move enabled Qualcomm to expand its partners from only TSMC to Samsung, which attracted widespread attention in the industry. It is understood that Samsung had a business partnership with Qualcomm before, but the partnership was later interrupted. However, Qualcomm's upcoming 3nm chips have the potential to reignite this collaboration. While this move may come as a surprise, collaborations between different manufacturers are not uncommon in the tech world. There are many reasons for this cooperation, including the performance improvement of the 3nm process and the reduction of production costs.

According to Ming-Chi Kuo’s latest analysis, the logic behind Qualcomm’s cooperation plan is revealed. The report also pointed out that Qualcomm is testing a new chip using Samsung's 3nm GAA technology, which is a significant improvement compared to Samsung's 4nm chip. Considering Samsung's progress in the 4nm process, Qualcomm may choose to cooperate with them again

Not only that, in order to reduce the production cost of 3nm chips, Qualcomm may need to seek new solutions. Although there are rumors that TSMC's next-generation 3nm process may be more cost-effective, in order to ensure lower development costs, Qualcomm may adopt a diversified procurement strategy to purchase chips not only from TSMC, but also from Samsung. This approach helps Qualcomm cope with declining smartphone market demand.

To sum up, Qualcomm’s new moves may have an important impact on the future semiconductor market. Although there has been no formal official statement yet, there are various signs that Qualcomm’s cooperation plans with TSMC and Samsung are accelerating. Over time, more details about this collaboration will be revealed.

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