Qualcomm Eyes Dual-Sourcing for 2nm Snapdragon 8 Elite Gen 3 with Samsung and TSMC

Qualcomm is taking bold steps to diversify its supply chain by potentially forming a dual-sourcing approach with Samsung and TSMC for the highly anticipated Snapdragon 8 Elite Gen 3. Despite facing challenges with its 3nm GAA technology, Samsung is reportedly working on a 2nm prototype for Qualcomm, aiming for completion by the second half of 2026.

Samsung has struggled with low yields in its foundry business, which has impacted its ability to produce competitive chipsets. As a result, Qualcomm has relied solely on TSMC's 3nm 'N3P' process for its Snapdragon 8 Elite Gen 2. However, Samsung's persistence in developing its 2nm node, codenamed 'Ulysses,' could pay off if it manages to meet Qualcomm's stringent requirements.

Future Prospects

According to rumors, Samsung is set to develop a Snapdragon 8 Elite Gen 3 prototype using its 2nm process. If successful, this could enable Qualcomm to leverage a dual-sourcing supply chain, benefiting from increased production capacity and potentially lowering costs. This move would also provide Qualcomm with more flexibility in managing supply chain disruptions.

The Snapdragon 8 Elite Gen 3 is not expected to launch until the fourth quarter of 2026, but Qualcomm is already preparing for its development. By working closely with Samsung, Qualcomm aims to ensure that the new chipset meets performance expectations and maintains stable wafer output.

What do you think about Qualcomm's strategy to form a dual-sourcing approach with Samsung and TSMC? Will Samsung be able to meet the expectations and deliver the 2nm prototype on time? Share your thoughts in the comments below!