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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.
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.
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...
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...