Samsung's Struggling Foundry Faces High Stakes with Qualcomm's Demanding Yield Requirements

Samsung's 3nm GAA process is facing challenges as its current yield stands at 50 percent, the same as TSMC. To secure orders from Qualcomm, Samsung needs to achieve a 70 percent yield, but if it fails to do so, Qualcomm may turn to TSMC for its Snapdragon 8 Gen 4 production. The low yield could lead to increased prices for Snapdragon products, impacting smartphone partners and consumers. Samsung's own LSI division may also refuse to place orders if yields remain low.