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Report: TSMC could make Exynos SoC for Samsung phones
Samsung may ink a deal with TSMC to produce Exynos SoC for Galaxy phones. As the Foundry Division facing a crisis, System LSI may fabricate Exynos using TSMC’s process. This way, Samsung will be able to ensure Exynos’ return.
According to Dealsite (via Jukanlosreve), Samsung could make Exynos SoC at TSMC. It remains to be seen which iteration of application processor the Taiwanese chip maker will produce for Samsung Galaxy phones.
TSMC’s 3nm process is a big hit. The company has major clients like Apple, MediaTek and Qualcomm. In the past, Samsung produced Snapdragon chips, but the flaws in Snapdragon 8 Gen 1 hurt it the most.
Currently, the situation is; that Samsung Foundry is unable to produce in-house Exynos chips. We’ve heard rumors of Samsung’s dream chip, which has now become a real dream. System LSI could collaborate with TSMC for contract production.
Dealsite report says:
So, I think there was a hope for about a year that they would really catch up with TSMC. But then their market share dropped sharply again, and recently, it barely exceeded 10%, and even internally, there were talks about “We’re going to make Exynos (Samsung’s mobile application processor) at TSMC.”
Samsung’s System LSI arm designs Exynos processors. The division naturally orders Samsung Foundry to proceed with mass production. The yield rate is not in Samsung’s favor, leading it to forget about production on a large scale.
The existence and growth of Exynos is necessary for Samsung. If there’s no alternative, the company will lose its negotiation power with suppliers. Hence, producing Exynos at TSMC isn’t a bad idea if it benefits the company and consumers.
Notably, Exynos 2500 has reportedly entered mass production, aiming to power the Galaxy Z Flip 7 next year. The Galaxy S25 series could exclusively use the Snapdragon 8 Elite chip – manufactured by TSMC at 3nm process technology.
