QCOM: Apple and Qualcomm Plan 2nm Chips With TSMC — What Investors Might’ve Missed

Court: S.D. California

Case: 3:17-cv-00121

• Apple and Qualcomm QCOM are preparing to launch 2nm system-on-a-chip processors in 2026, partnering with TSMC as demand grows for high-performance AI hardware.
• According to Counterpoint Research, AI adoption is accelerating migration to advanced nodes, with TSMC expected to dominate 90% of global smartphone SoC shipments at 5nm and below next year.
• Qualcomm’s move signals long-term investment in edge AI and mobile performance leadership.
• This shift also reflects broader trends in SoC development: higher costs, more complex on-device AI, and consolidation around a few key foundries. TSMC is already taping out its 2nm node and expects mass production to begin in 2026.

• At the same time, Qualcomm QCOM settled a $75 million class-action lawsuit with shareholders who alleged the company engaged in anticompetitive practices and failed to maintain proper financial reporting controls.
• The case pointed to systemic issues affecting Qualcomm’s transparency and market conduct.

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