Samsung's HBM base die development is enabling advancements in its 2nm 5G modem, according to reports. The company's shift from 4nm to 2nm for the M2800 modem is linked to reorganizing 4nm capacity for HBM, providing a technological edge over TSMC.
Reallocating 4nm resources to HBM base dies allows Samsung to explore 2nm modem manufacturing, which could attract Qualcomm as a client. This move may lead Qualcomm to adopt a dual-foundry strategy, as noted by Semi Analysis.
Samsung's improved 2nm utilization could offer Qualcomm cost reductions, as the company previously faced yield issues and pricing disagreements. By leveraging 2nm technology, Samsung may provide more competitive pricing for future SoCs.