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Recent content by GYHTBT

  1. G

    What new fabs will go broke first?

    All to true. But then it was the same DC politician who asked why pay for off shore “semi-conductors” when we could make “full-conductors” on shore!
  2. G

    What new fabs will go broke first?

    Giving money to someone who historically can’t make money and expecting profits sounds a bit like the definition of insanity.
  3. G

    Samsung talking smack about passing TSMC.

    Samsung has said the same thing repeatedly since entering the Foundry space in 2005. 🤔
  4. G

    Collaboration and Cooperation over Conflict, Apple, TSM, Samsung

    Steve et al wrote no such check. TSM leaned in as TSM has done in dozens of other similar collaborative situations.
  5. G

    Samsung wafer foundry aims to overtake TSMC by 2030

    SEC has made the same claim and forecast repeatedly for the past 10+ years with an ever slipping deadline for success. Even stooping to claim their own semi sales as foundry sales has not made the gap in a meaningful way. But we all need goals and dreams.
  6. G

    Root scientific causes of TSMC's leadership / Intel and Samsung's failure

    996? That would be great. Beats the 24/7 that’s expected by both the customers and the fab.
  7. G

    Root scientific causes of TSMC's leadership / Intel and Samsung's failure

    Ecosystem, Customer Mix, Great 24 hr R&D are all true but also TSMC is a Borg, hive culture. There is a singlemindedness beyond any company I’ve worked for. or seen. There is essentially only 1 P&L for a $50B company with a single mission in mind. You can’t create that overnight.
  8. G

    Three Reasons Samsung Electronics Can't Catch up with TSMC

    Huh? “The day Samsung announces their best chips will be portable to TSMC will be the best day for their foundry business, too”. This assumes a certain level of design rule sharing at sizes below 16nm. That day will not happen. Being a second source to each other is not in their respective...
  9. G

    Three Reasons Samsung Electronics Can't Catch up with TSMC

    I thought BK was the PR agency for Samsung.
  10. G

    Three Reasons Samsung Electronics Can't Catch up with TSMC

    Samsung has made the same bodacious claims of overtaking TSMC by (fill in the date) for a decade. They even count their internal transfer cost of their IC sales as “Foundry” in order to artificially boost their market share. It will never happen organically, TSMC will have to falter and that’s...
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