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any1
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CEO
re: Samsung lags in foundry rankings
any1   1/24/2011 2:16:29 PM
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I don't have any specific insight into the Samsung foundry business. But as a whole Samsung seems to be doing remarkably well. But even Samsung doesn't have unlimited resources. I suspect they are putting more resources into other parts of the company where they think they might get a better return on investment. For instance,I was a bit surprised to read recently how much they are spending to expand capacity for OLED displays.

leebh28
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re: Samsung lags in foundry rankings
leebh28   1/22/2011 12:29:43 AM
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These are specialty foundry, focused on niche customers that were once too small for big foundries.

Warren3
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CEO
re: Samsung lags in foundry rankings
Warren3   1/21/2011 10:49:30 PM
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Peter Clarke. With an "e".

Warren3
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CEO
re: Samsung lags in foundry rankings
Warren3   1/21/2011 10:48:41 PM
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12/9/2010 Peter Clark headlines with "Counterpoint: Samsung's foundry challenge will succeed". I happen to believe that both items can be true simulaneously: "Samsung does not [currently] look or act like a foundry" and "they will [in the end] succeed". What I see in the folks I interact with at Samsumg suggests they are sharp, work hard, and catch on well. My recollection is they've made noise about being serious with succeeding at the foundry biz and they've invested for success. They may or may not "get it"... but they will.

KB3001
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CEO
re: Samsung lags in foundry rankings
KB3001   1/21/2011 8:19:07 PM
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In what way it does not get it?

mark.lapedus
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re: Samsung lags in foundry rankings
mark.lapedus   1/21/2011 5:40:34 PM
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Dan, I agree. Samsung doesn't get it yet. Other comments?

mark.lapedus
User Rank
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re: Samsung lags in foundry rankings
mark.lapedus   1/21/2011 5:34:22 PM
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Does Samsung understand the foundry business? Yes or no? Comments.

mark.lapedus
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re: Samsung lags in foundry rankings
mark.lapedus   1/21/2011 5:33:38 PM
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SallyF, I am curious. When will this all happen?

mark.lapedus
User Rank
Rookie
re: Samsung lags in foundry rankings
mark.lapedus   1/21/2011 5:30:01 PM
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SallyF, I am curious. When will all this happen?

SallyF
User Rank
Rookie
re: Samsung lags in foundry rankings
SallyF   1/21/2011 4:38:53 PM
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When the communist government of China takes over Taiwan, and when "re-unification" occurs on the Korean penninsula, the US is going to be in a very poor position to access semiconductors. Oh well, I'm sure Barak Hussein Obama will take care of us.

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