若此次合作最终敲定，无疑是对三星晶圆代工技术实力的一次重磅背书。此前，受三星代工制程稳定性问题影响，高 通曾将旗下最尖端芯片的代工订单转交给台积电。此番选择重返三星，委托其代工 2 纳米产品，意味着三星 SF2P 制程 工艺在性能表现、能效水平及生产良率上，均已达到具备市场竞争力的水准。 倘若 SF2P 制程能够如约兑现技术承诺，且吸引更多大客户相继入局，那么三星晶圆代工的 2 纳米战略布局，或将成为 其在先进芯片制造领域蓄势已久的复兴起点。这不仅能为该公司在下一代芯片制程上的长期投入正名，更将进一步夯 实其雄心 —— 在半导体行业的顶级赛道上，与台积电展开正面角逐。 而今，又一家行业巨头似乎也准备加入这一阵营。据韩媒 Hankyung 报道，高通正与三星晶圆代工积极洽谈 2 纳米芯片 代工合作。高通首席执行官克里斯蒂亚诺・安蒙在 2026 年国际消费电子展（CES）期间接受记者采访时，也证实了双 方正在推进相关磋商。 安蒙表示："在众多晶圆代工厂商中，我们率先与三星电子开启了基于最先进 2 纳米制程的代工合作洽谈。目前，相关 芯片的设计工作已全部完成，旨在推动产品尽快实现商业化落地。"尽管高通尚未正式公布这 ...

Core Viewpoint - Qualcomm is transitioning to TSMC's advanced 2nm N2P process for its Snapdragon 8 Elite Gen 6 and Gen 7 chipsets, moving away from the 3nm process, which indicates a significant investment in manufacturing technology [1][2]. Group 1: Technology Transition - Snapdragon 8 Elite Gen 5 is the last flagship chipset made using the 3nm process, with future models adopting the 2nm N2P process [1]. - TSMC's 2nm N2P architecture offers a 5% performance boost or a 5% reduction in power consumption at the same clock speed compared to the previous generation [2]. Group 2: Strategic Partnerships - There is uncertainty regarding Qualcomm's potential collaboration with Samsung for utilizing its 2nm GAA process, which could provide Qualcomm with better negotiation leverage for wafer pricing [2]. - Qualcomm and MediaTek reportedly paid up to 24% more for 3nm wafers, highlighting the need for a dual-sourcing strategy to mitigate rising costs as TSMC is expected to increase prices for 2nm wafers by 50% [2]. Group 3: Future Outlook - Qualcomm's strategy appears to focus on maximizing performance through increased core frequency while maintaining efficiency with the new N2P process [2]. - Samsung has completed the foundational design for its second-generation 2nm GAA process, indicating potential future opportunities for Qualcomm to collaborate with Samsung [2].