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Any news on if Samsungs "2nm" will actually be good? I haven't paid attention to them since the 8nm and Nvidia 30 series of GPUs and those were rough compared to AMD on TSMCs 7nm. Maybe Samsungs 2nm will be on par with TSMCs 3?
These chips will most likely come from the new factory that's finished last year. TSMC also finished a new one at similar timelines at similar budget.
If Samsung won Qualcomm contract, it most likely means it's good. They probably already had samples and tested prototypes like they always do. Jensen Huang said earlier this year that he's confident Samsung will be able to deliver and probably need to fine tune for some of Nvidia's customisations.