Qualcomm(US:QCOM) Xin Lang Cai Jing·2026-01-07 11:48Group 1 - Qualcomm is in talks with Samsung Electronics regarding 2-nanometer chip foundry services, with discussions focusing on the use of advanced 2nm process technology for manufacturing [1][2] - The design work for the related chips has been completed, and commercial mass production is expected to be realized soon [1][2] - Samsung Electronics has stated that it will not comment on specific customer-related matters, while Qualcomm has not responded to inquiries during non-working hours [3] Group 2 - Samsung's co-CEO and head of chip business, Jun Young-hyun, mentioned that recent supply agreements with several major clients have positioned its previously loss-making foundry business for significant growth [3] - In July, Samsung signed a cooperation agreement worth $16.5 billion with Tesla [3]