Samsung phones might use TSMC-made Exynos chip

Samsung Galaxy S25 series could not use Exynos 2500 due to yield concerns. A new rumor suggests that Samsung could manufacture a future Exynos chip using a TSMC process node. It’s a very wild input, rendering fans in a head-scratching situation.

Tipster Jukanlosreve claimed that Samsung is “considering” manufacturing Exynos with TSMC. The revelation appears at a time when we are nearing to the potential Galaxy S25 series unveiling early next year.

Recently, it was reported that TSMC’s 3nm yield rate is above 80%. It’s a stable yield rate, with rumors citing the rate is peaking up to 90%. Usually, chip manufacturers target a 70-75% yield rate to conduct mass production of chipsets.

TSMC is the biggest rival of Samsung Foundry business. Over the years, the Taiwanese firm widened the gap with its Korean counterpart. It has plenty of major clients including Apple, Qualcomm, MediaTek and Google.

Until the Pixel 9’s Tensor, Samsung has produced Google’s chipsets. However, the Pixel maker switched its production partner, taking TSMC in. The planned 3nm Exynos 2500 is also reportedly canceled due to extremely low yield.

Samsung + TSMC: Is it possible?

An alliance between Samsung and TSMC is not impossible, it could indeed be materialized. Samsung’s System LSI business designs Exynos for Galaxy devices. Samsung Foundry is responsible for the fabrication of mobile platforms.

Silicon manufactured using the TSMC process is way better than Samsung Foundry-made products. TSMC chips offer better performance and decent power efficiency, as well as lower overheating concerns than Samsung Foundry.

We’ve heard Samsung’s plan to spin off its Foundry division in the next three to five years. Until the Samsung Foundry reaches an adequate level of yield rate and manufacturing advancements, System LSI can ink a deal with TSMC.