Samsung’s Prospects of Winning Qualcomm’s 2nm Orders are Reportedly Increasing

Samsung’s Foundry division may see a turn of tables this year, major thanks to its 2nm node. A new report says that the company’s 2nm GAA yields are stabilizing. This means, in addition to Tesla’s AI chips, the company might see orders coming from various clients. With these developments, the sector could finally post a profit in 2027. Given that TSMC’s capacity is reaching its limit and Samsung’s steady progress on the 2nm node, it could be a reliable alternative for a lot of clients, possibly even for Qualcomm.

Samsung may secure orders from Qualcomm for 2nm chips

Samsung’s foundry business has been in the red, with deficits since 2022. However, the head of research at KB Securities, Kim Dong-won, estimates that Samsung’s foundry division will finally see profits in 2027. If it indeed becomes a reality, this will be a major win for the South Korean giant. Reports note that the company might pocket a whopping $69 billion in operating profits next year. 

The analyst notes that Samsung has recorded a loss of a whopping 7 trillion won (~ $4.8 billion) in 2025. But it might fully recover in the coming year, courtesy of its 2nm GAA yields and boosting the operating rates of its 4nm and 8nm technology, which are apparently highly profitable.

While that’s one side of the coin, Samsung’s prospects of securing orders from Qualcomm and becoming profitable reportedly rely on its Taylor plan’s operations. Samsung is estimated to have invested over $37 billion in this Texas, USA, facility. The company plans to commence EUV testing operations at the US site in March as it moves from 4nm production to 2nm GAA. This latest lithography has reportedly secured orders from AMD, potentially for EPYC Venice CPUs.

The company’s foundry division may see profits in 2027

Qualcomm could be the next client, seeing how the design work of the Snapdragon 8 Elite Gen 5 is completed. Though not immediately, Qualcomm may turn to Samsung in the latter half of the year for its next-generation 2nm chips. Qualcomm has been a long-time customer of Samsung Foundry. But things went south due to the low yields of Samsung Foundry’s advanced process. 

Qualcomm may opt for TSMC’s 2nm N2P node to mass-produce the Snapdragon 8 Elite Gen 6 Pro. It could utilize Samsung’s 2nm GAA for the standard Snapdragon 8 Elite Gen 6. TSMC’s production, which apparently accounts for 70% of the foundry market share, has reportedly reached a bottleneck. This also increases the reason for Samsung Foundry to win more orders. 

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