December 1, according to media reports, in recent years in the wafer foundry, Samsung Electronics can basically keep up with the pace of Taiwan Semiconductor manufacturing process, in 3nm process is the first mass production, TSMC is also Samsung Electronics in the wafer foundry field of the main competitor.

The latest reports show that Samsung Electronics and Taiwan Semiconductor Manufacturing Co., the two major contract wafer manufacturers, are competing fiercely for contract wafer manufacturing customers.

According to reports,Major contract wafer customers such as Qualcomm, Nvidia and Tesla are all adjusting their strategies to rely less on a single foundry.

In reducing the dependence on a single manufacturer, foreign media mentioned Qualcomm. This week it was reported that Qualcomm's new Snapdragon 8 Gen 2 mobile platform will be manufactured by Samsung Electronics and TSMC using a 4nm process. The standard version will be manufactured by TSMC and the custom version with improved performance will be manufactured by Samsung.

Qualcomm's Snapdragon series flagship mobile platform is usually manufactured by Samsung Electronics, such as Snapdragon 8 Gen 1. However, on the Snapdragon 8+ Gen 1 mobile platform launched in May this year, Qualcomm is cooperating with Taiwan Semiconductor Manufacturing Co.

Industry insiders believe that Qualcomm's decision to give Samsung some orders for its Snapdragon 8 Gen 2 mobile platform means that Samsung's cutting-edge technology has won Qualcomm's trust to some extent.

Although it has won some orders for Qualcomm's Snapdragon 8 Gen 2 mobile platform, foreign media reported that some customers of Samsung Electronics have also turned to TSMC due to concerns over the quality rate of 4nm and 5nm manufacturing processes.

Nvidia, a big customer of Samsung Electronics, partnered with TSMC for the RTX40 series it launched in September. There are also recent reports that Tesla has turned over the semiconductor components needed for its next generation of fully autonomous driving to Taiwan Semiconductor Manufacturing Co.