Rumor mill: NVIDIA and Qualcomm may ditch TSMC and switch to Samsung

[Winehole23]

If Apple bails on TSMC too, could be wild

According to rumours, NVIDIA is considering switching to Samsung Foundry's 2nm process, abandoning TSMC's services due to high costs and the Taiwanese giant's growing influence on pricing.
The report, citing South Korean media, says that NVIDIA and other technology companies such as Qualcomm are already discussing the possibility of shifting orders for 2nm chips from TSMC to Samsung Foundry. The main reason for this decision is TSMC's high cost of manufacturing 2nm chips, making it too expensive to implement at the moment. While TSMC remains the only reliable supplier, the company is using this position to control prices.
However, Samsung Foundry is looking to attract large customers such as NVIDIA and Qualcomm to strengthen its position in the semiconductor market. Even so, Samsung's past problems with chip performance could be an obstacle to competing with TSMC's advanced technology. As a result, the companies may return to TSMC if Samsung's 2nm process technology fails to meet expectations.

Samsung could become NVIDIA and Qualcomm's new 2nm chip partner amid price hikes at TSMC

[baseline bum]

I could see Nvidia switching to a cheap PoorSung process for their gaming cards since they don't give a about making them any better in newer generations (for example the RTX 4060 Ti was actually worse than the RTX 3060 Ti for the same $400) but there is no way in they're leaving TSMC for their AI cards that print money for them. TSMC skull s Intel and Samsung on their processes and switching to an inferior process for their AI flagships would make them way less profitable.