Qualcomm was considered one of Samsung’s top five revenue sources. But apparently Qualcommis no longer one of Samsung’s major customers and now places most of its orders It’s TSMC gives. TSMC is Samsung’s biggest rival in semiconductor manufacturing. If Samsung second generation 3nm GAA It can attract Qualcomm again. But time will tell.
According to the report published by Samsung on May 16 A Samsung biggest source of income and ironically Apple. The rest of the top five Deutsche Telekom, Hong Kong Techtronics, Supreme Electronics ve Verizon It is located. These five companies account for Samsung’s total revenue 13 percent It creates. Qualcomm’s name has not been on the list for the first time since 2021. Actually, this is not a big surprise because TSMC has high efficiency and reliability in 3nm and 4nm.
While Samsung is preparing for the second generation 3nm process, it is also working on 2nm GAA technology. For now, it is unclear where Samsung is in this process and what gains it will bring. However, if you remember, it was reported that Apple recently visited TSMC to get priority in 2nm. If Apple gains privilege in TSMC’s new process again, Qualcomm may return to Samsung if appropriate.
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Source link: https://www.donanimhaber.com/samsung-en-buyuk-gelir-kaynaklarindan-qualcomm-u-kaybetti–177639
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