Breaking News
News & Analysis

Samsung positions its fab to take on TSMC

2/22/2012 01:03 AM EST
6 comments
NO RATINGS
More Related Links
View Comments: Newest First | Oldest First | Threaded View
yalanand
User Rank
Rookie
re: Samsung positions its fab to take on TSMC
yalanand   3/5/2012 9:56:39 AM
NO RATINGS
@sranje, if companies like TSMC and Samsung will start foucsing only on few mega-customers what will happen to the small customers who also need advanced technology node?

sranje
User Rank
Manager
re: Samsung positions its fab to take on TSMC
sranje   2/23/2012 10:51:17 PM
NO RATINGS
The landscape in advanced node is changing very fast. Samsung will not be a classical foundry (100s of customers) - they will focus on few mega-customers and their HV products. A long-term objective - already for decades - has been to become larger than Intel. This time they have a shot to achieving that.

chipmonk0
User Rank
Manager
re: Samsung positions its fab to take on TSMC
chipmonk0   2/23/2012 6:42:20 PM
NO RATINGS
Samsung has 40 % of the DRAM market and unlike the smaller competitors actually makes a solid profit in DRAM by staying ahead in technology & yield. It then recycles the learning and resources into processors. TSMC also has a 50 % market share in the Foundry business. It remains to be seen who will be the first to fall victim to the complacency & arrogance typical of many market leaders. Some might even say that one of these two is already showing it.

goafrit
User Rank
Manager
re: Samsung positions its fab to take on TSMC
goafrit   2/22/2012 9:00:34 PM
NO RATINGS
This is needed. TSMS monopoly is getting over par. We need choices. Yet, who will like to fab with Samsung. You do today and next week they "push your circuit" to the market. It is risky to feed your executor.

KB3001
User Rank
CEO
re: Samsung positions its fab to take on TSMC
KB3001   2/22/2012 10:34:12 AM
NO RATINGS
I guess the only thing that could hamper Samsung's progress in the foundry business is the fact they compete with almost every one of their potential customers. I do not know how they will square this.

Or_Bach
User Rank
Rookie
re: Samsung positions its fab to take on TSMC
Or_Bach   2/22/2012 7:11:00 AM
NO RATINGS
Very interesting as we just posted two weeks ego a blog by Deepak: Why Samsung will give Morris Chang sleepless nights http://www.monolithic3d.com/2/post/2012/02/why-samsung-will-give-morris-chang-sleepless-nights.html

Most Recent Comments
Radio
NEXT UPCOMING BROADCAST
EE Times Senior Technical Editor Martin Rowe will interview EMC engineer Kenneth Wyatt.
Top Comments of the Week
Like Us on Facebook

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
EE Times on Twitter
EE Times Twitter Feed
Flash Poll