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MaciejB
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re: Samsung plans to rival TSMC in foundry, says report
MaciejB   12/7/2009 4:18:34 PM
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Andy, You're right. In the end the customers will call the shots. However, threats such as capacity allocation and inside competition can be extended to any of the foundry giants as well. I just think with so much money on hand they can probably sweeten the pot for some customers if they are serious about the foundry business. Maciej www.chipcrunch.com

Andy Chen
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re: Samsung plans to rival TSMC in foundry, says report
Andy Chen   12/7/2009 2:19:23 AM
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There are worries from the customers who fear the competition from inside Samsung, capacity allocation, service mentality. It's not how seriously Samsung or us take, it's the customers who call the shots. It won't last long. Andy www.3wayventure.com

MaciejB
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re: Samsung plans to rival TSMC in foundry, says report
MaciejB   12/6/2009 2:36:58 AM
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With almost $10 billion in cash on hand, and a pretty good track record of entering established markets - I would definitely take them seriously. Maciej www.chipcrunch.com

Peter Clarke
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re: Samsung plans to rival TSMC in foundry, says report
Peter Clarke   12/5/2009 12:43:38 PM
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Take on $10 billion TSMC? Is Samsung serious? And should others take them seriously? I say yes and yes. What do you say?



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