TSMC's 3nm production capacity is limited? Legend has it that Qualcomm Snapdragon 8 Gen 4 will be exclusively manufactured by Samsung
Previously, it was reported that Qualcomm will exclusively use TSMC's 4nm N4P process node to produce Snapdragon 8 Gen 3 flagship processors, which are expected to be released by the end of 2023. However, according to a report by wccftech, some sources claim that due to Apple's exclusive ownership of TSMC's first 3nm production capacity, it will also receive the majority in the future, leaving only 15% to other customers. Therefore, Qualcomm is considering handing over all Snapdragon 8 Gen 4 chips to Samsung for exclusive OEM.
Due to the expected retention of a portion of TSMC's 3nm production capacity for customers such as MediaTek, the remaining capacity cannot meet Qualcomm's requirements. Previously, there were reports that the yield rate of TSMC and Samsung 3nm process nodes was between 70-80%, lower than that of more mature processes, resulting in very limited production capacity. Although TSMC can strive to increase the production of 3nm chips, sources say it is impossible to rapidly increase in just one year. It is currently unclear which process node Qualcomm will consider using from Samsung in the future. According to optimistic expectations, Samsung is expected to catch up with platform TSMC in the 3nm GAAP process.
Previously, there were rumors in the market that the Qualcomm Snapdragon 8 Gen 4 processor may be considered for joint production by TSMC and Samsung. Currently, Qualcomm has obtained advanced process chip samples from Samsung, and its performance is satisfactory to Qualcomm. However, due to the expected release of Snapdragon 8 Gen 4 by the end of 2024, specific details remain to be observed, subject to official information.
Previously, there were rumors in the market that the Qualcomm Snapdragon 8 Gen 4 processor may be considered for joint production by TSMC and Samsung. Currently, Qualcomm has obtained advanced process chip samples from Samsung, and its performance is satisfactory to Qualcomm. However, due to the expected release of Snapdragon 8 Gen 4 by the end of 2024, specific details remain to be observed, subject to official information.