This is the most interesting section for me:
Will companies trust Samsung?
Samsung executives, underscoring attempts to address the trust issue, point to further efforts in the past two years, including new legal compliance protections and firewalls to protect clients’ intellectual property. Industry watchers question whether Samsung has allayed concerns. “Trust takes years to build. It is more than a piece of paper,” said Mark Li, an analyst at Bernstein in Hong Kong. And for some of Samsung’s chief rivals, TSMC’s position as a purely independent chipmaker has appeal, analysts said. Elizabeth Sun, TSMC’s director of corporate communications, said the company is “very well aware of the competition coming from Samsung”. But the Taiwan group is bullish, saying the Korean company would never be a foundry chipmaker such as TSMC. “We would never compete with our customers,” Ms Sun said. “What we do [is] we collaborate with customers . . . Samsung competes with everyone. That doesn’t mean they will never get any foundry customers . . . But will they rely on Samsung the way they rely on TSMC?”
Inside Samsung’s $116bn plan to overtake chip rivals
TSMC has been hammering away at the "Most Trusted Foundry" branding for some time now. The added complexity today is the political/trade wars that are popping up. My guess is that the top fabless companies will multi source now more than ever. GlobalFoundries may even get an extra share as a result. Thoughts?
Will companies trust Samsung?
Samsung executives, underscoring attempts to address the trust issue, point to further efforts in the past two years, including new legal compliance protections and firewalls to protect clients’ intellectual property. Industry watchers question whether Samsung has allayed concerns. “Trust takes years to build. It is more than a piece of paper,” said Mark Li, an analyst at Bernstein in Hong Kong. And for some of Samsung’s chief rivals, TSMC’s position as a purely independent chipmaker has appeal, analysts said. Elizabeth Sun, TSMC’s director of corporate communications, said the company is “very well aware of the competition coming from Samsung”. But the Taiwan group is bullish, saying the Korean company would never be a foundry chipmaker such as TSMC. “We would never compete with our customers,” Ms Sun said. “What we do [is] we collaborate with customers . . . Samsung competes with everyone. That doesn’t mean they will never get any foundry customers . . . But will they rely on Samsung the way they rely on TSMC?”
Inside Samsung’s $116bn plan to overtake chip rivals
TSMC has been hammering away at the "Most Trusted Foundry" branding for some time now. The added complexity today is the political/trade wars that are popping up. My guess is that the top fabless companies will multi source now more than ever. GlobalFoundries may even get an extra share as a result. Thoughts?