The CEO of Qualcomm has landed in Korea to discuss crucial plans with the executives at Samsung and SK Hynix.
Qualcomm CEO's Visit To Korea Can Be A Push To Secure Chip & Memory Capacity at Samsung & SK Hynix
As supply constraints continue to grip the AI and PC markets, chipmakers are rushing to secure supply across the globe.
Reports are emerging from Korean outlets that Qualcomm's CEO, Cristiano Amon, has visited the country today (April 21st), and is likely to hold meetings with executives from Samsung Foundry and SK Hynix. The main agenda that is likely to be discussed will include commitments for additional capacity for the vendors' AI and PC business.
According to the reports by Korea Economic Daily, Amon was interviewed by the news outlet at a hotel in Banpo-dong, Seoul.
The report states that Amon will meet with Samsung Foundry president, Han Jin-man, and is likely to discuss plans for utilizing the company's 2nm process technology for their next-gen chips, which include the Qualcomm Application Processor, Snapdragon 8 Elite Gen2, & other projects. Samsung is leveraging the Samsung SF2 "2nm" process technology, with the design work on the chips already completed. So we can expect the chips to enter the production phase soon.
The core agenda of CEO Amon's visit to Korea is cooperation with Samsung Foundry. On this day, CEO Amon will meet with foundry executives, including Han Jin-man, President of Samsung Electronics' Foundry Business. It is reported that the two companies will discuss plans to manufacture Qualcomm's next-generation application processor (AP), the Snapdragon 8 Elite 2, using Samsung Electronics' 2nm process (SF2). CEO Amon stated at CES 2026 last January, "We have started discussions with Samsung Electronics regarding contract manufacturing utilizing the 2nm process, and the design work has been completed."
If a contract is signed, Qualcomm's cutting-edge orders will return to Samsung for the first time in five years, after shifting to TSMC following 2022.
Qualcomm has previously moved to TSMC to produce the bulk of its chips, but with recent credibility restored for Samsung's Foundry business, Qualcomm is now looking to place orders at the Korean fab, further diversifying its chips in today's supply-constrained world.
The vendor also has a planned visit to SK Hynix, where he will meet with senior executives to talk about memory supply. DRAM has been the main component that is currently in short supply across the globe, & LPDDR being used in AI datacenters has put further constraints on chip companies such as Qualcomm. SK hynix just recently announced its SOCAMM2 memory solution for NVIDIA's Vera Rubin platform, which houses LPDDR5X modules. LPDDR is also used by Qualcomm for its PC and Smartphone SoCs, so Amon will likely push to secure some extra supply there, too.
We are just a month away from Computex, where Qualcomm's CEO will address the opening keynotes. The company is expected to lay out its next plans in the PC and AI markets.
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