'Qualcomm May Exclusively Use TSMC's N3E Process For The Snapdragon 8 Gen 4, Cutting Out Samsung In The Process' - WCCFtech
Portfolio Pulse from Happy Mohamed
Qualcomm is rumored to exclusively use TSMC's N3E process for its Snapdragon 8 Gen 4 chipset, cutting out Samsung in the process. This decision may be due to Samsung's poor yields or the superiority of TSMC's N3E process.
May 30, 2023 | 2:27 pm
News sentiment analysis
Sort by:
Descending
POSITIVE IMPACT
TSMC may secure exclusive orders from Qualcomm for its Snapdragon 8 Gen 4 chipset, using the N3E process.
Securing exclusive orders from Qualcomm for the Snapdragon 8 Gen 4 chipset could boost TSMC's revenues and strengthen its position in the semiconductor industry. This may lead to a short-term increase in the stock price.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 75
NEUTRAL IMPACT
Qualcomm may exclusively use TSMC's N3E process for its Snapdragon 8 Gen 4 chipset, potentially leading to higher costs for the company.
The decision to exclusively use TSMC's N3E process may lead to higher costs for Qualcomm, but it could also ensure better performance and reliability for its chipsets. The impact on the stock price is uncertain, as the benefits may offset the increased costs.
CONFIDENCE 80
IMPORTANCE 75
RELEVANCE 100
NEGATIVE IMPACT
Samsung may lose Qualcomm's Snapdragon 8 Gen 4 chipset orders due to poor yields or the superiority of TSMC's N3E process.
Losing Qualcomm's orders for the Snapdragon 8 Gen 4 chipset could negatively impact Samsung's revenues and reputation in the semiconductor industry. This may lead to a short-term decline in the stock price.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 75