Samsung Electronics and Qualcomm remain deadlocked over pricing for a planned agreement to manufacture Qualcomm application processors on Samsung’s 2-nanometer process, putting a 2026 production schedule at risk of slipping into 2027. Qualcomm is seeking lower manufacturing rates, while Samsung is resisting discounts after securing major commitments from Tesla and Broadcom. Qualcomm’s engineering teams have expressed satisfaction with Samsung’s 2nm technology, and Samsung’s Exynos 2600 and forthcoming Exynos 2700 processors use the process. Samsung finalized a five-year Broadcom collaboration in July 2026 valued at more than $200 billion through 2030, covering AI chips, 2nm and more advanced processes, and advanced packaging. If the current talks fail, the companies may focus on Qualcomm’s subsequent processor generations. Wall Street analysts have a Moderate Buy consensus on Qualcomm, with a $204.16 average price target.