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ibm221
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re: Samsung ninth going on fourth in foundry ranks, says Gartner
ibm221   4/5/2012 12:59:54 AM
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7 b for phase I, there will be phase II, III. typical samsung style...

t.alex
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re: Samsung ninth going on fourth in foundry ranks, says Gartner
t.alex   4/4/2012 10:05:35 PM
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the news says only 7 billion :-)

mafalda
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re: Samsung ninth going on fourth in foundry ranks, says Gartner
mafalda   4/4/2012 1:20:19 PM
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what I dont understand is how gartner says samsung is # 9, without apple's wafers, but on same day or the day after, ic insights published that samsung is alreayd # 4, and did include apple's wafers......where is the truth? http://semimd.com/blog/2012/01/12/samsung-win-semi-gain-ground-in-foundry-rankings/

PV-Geek
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re: Samsung ninth going on fourth in foundry ranks, says Gartner
PV-Geek   4/3/2012 8:15:08 PM
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Clearly TSMC continues to gain market share and with Apple switching to TSMC it is probably going to gain more. GF and Samsung are not growing fast enough to to really be a threat, and instead of being additional competition for TSMC they are just slowing replacing the competition that UMC and SMIC was bringing to the table. The question is, does that increasing consolodation into a single main foundry scare you?

Neo10
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re: Samsung ninth going on fourth in foundry ranks, says Gartner
Neo10   4/3/2012 2:15:52 PM
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Looks like Samsung wants to mimic the IBM of 90s, but in a grander way.

MAVERICK230
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re: Samsung ninth going on fourth in foundry ranks, says Gartner
MAVERICK230   4/3/2012 4:54:53 AM
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Samsung could surge ahead only if Apple stuck to their foundries which is highely unlikely because of the issues they ran into with Apple blaming Samsung on their alleged misuse and copyright infrigement. TSMC will increase its lead over its rivals. Interestingly the point to note is Pure-Play foundry types will like TSMC & UMC will always have the unique advantage than their IDM counterparts like Samsung, IBM,TI etc because of 2 things 1) Dedicated Foundries & 2) COT.

ibm221
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re: Samsung ninth going on fourth in foundry ranks, says Gartner
ibm221   4/3/2012 12:10:56 AM
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Peter, plz spend sometime to check out the 20-30 billion samsung xian initiative, dig out some inside news for us...

t.alex
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re: Samsung ninth going on fourth in foundry ranks, says Gartner
t.alex   4/2/2012 3:45:56 PM
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Being the right supplier for Apple, and it floods the world with tons of products, Samsung is getting higher and higher.



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