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Samsung: Why we will succeed in foundry biz

3/2/2010 09:00 PM EST
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resistion
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re: Samsung: Why we will succeed in foundry biz
resistion   3/8/2010 6:42:22 AM
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Samsung is also making a play in the logic arena, with its 45 nm low power 1 GHz Hummingbird CPU for mobile.

Fab guy
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re: Samsung: Why we will succeed in foundry biz
Fab guy   3/8/2010 3:13:20 AM
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I would say those listed are just essential but not necessary 'winning' factors. For Samsung, I would say the key performance index for 2010 should probably on if they can live up to their word on 'doubling' their chips produced (not revenue?) for outside customers, particularly on the 40nm which is more foundry mainstream now. As for 28nm, is gate first HK/MG winning? It is too early to say until product successful announced and still much debatable for now.

mark.lapedus
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re: Samsung: Why we will succeed in foundry biz
mark.lapedus   3/4/2010 3:48:46 PM
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Maybe Samsung will do well--by default. The other leading-edge players have stubbed their toes. Any other opinions?

SamKuo
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re: Samsung: Why we will succeed in foundry biz
SamKuo   3/4/2010 10:05:40 AM
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It is interest conflict(IDM vs Foundry) in Samsung's foundry Model. For cutting edge and competing products, I believe no one dare to take risks on sending tapeout inforomation(design data, cost structure) to your competitor and let him make chips for you. It(design leak)happened before in foundry business and be a lesson learned. I won't bet on Samsung's success in foundry.

joneill920
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re: Samsung: Why we will succeed in foundry biz
joneill920   3/3/2010 6:31:31 PM
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Never underestimate Samsung. If truely committed to foundry, Samsung will aggressively go after the high volume fabless customers; looks like they have cracked Xilinx. Their high volume and leading edge memory processing capability is the ultimate foundation for aggressive costs with high end technology. Watch out TSMC.

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