On September 28, Qualcomm fell 4.48% in regular trading to $187.55/share, with turnover of $3.47 billion, giving back a portion of its 13.65% weekly gain. The decline was triggered by concerns over a potential foundry route change after the company disclosed it is evaluating Samsung Electronics' 2nm wafer fabrication process for next-generation mobile chips.

At the Snapdragon Summit, Qualcomm Senior Vice President Chris Patrick stated that Samsung remains an important partner and that the two companies are conducting in-depth work on applying Samsung's 2nm technology to future products. However, Qualcomm emphasized it is still in a preliminary assessment phase, with no specific product or mass production plan confirmed. Notably, Qualcomm has relied exclusively on TSMC for flagship chip fabrication since 2022, following quality issues with Samsung-manufactured Snapdragon 8 Gen 1. The prospect of reintroducing Samsung into the supply chain raised market concerns about execution risk and product quality consistency.

Within the Semiconductors sector, performance was mixed. Among major peers, NVIDIA rose 3.23%, Broadcom slipped 0.25%, Micron Technology fell 2.03%, AMD declined 2.78%, and Intel dropped 4.68%.

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