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Samsung has been on an unstoppable tear for the last decade, but has its luck finally run out? A stock panic triggered a $122 billion blow out. In this episode we'll see what's going on behind the scenes.
Samsung and Intel are two of the last standing titans of the semiconductor industry. I would put Texas Instruments up there as well. I would hate to see them leave. It would be a task to list all of the innovations that came out of these companies and they are still coming. Take a look at the IEDM papers that will be presented next week:
Samsung and Intel are two of the last standing titans of the semiconductor industry. I would put Texas Instruments up there as well. I would hate to see them leave. It would be a task to list all of the innovations that came out of these companies and they are still coming. Take a look at the IEDM papers that will be presented next week:
Companies come and go and ultimately have a lifecycle just as their products do. People doubtless wrote much the same about Fairchild 20 years ago. But that's been gone for some time and the industry continues onwards and upwards. However much the sentimentalists and historians amongst us (me included) regret it.
Software people sometimes talk about something called technical debt, which is essentially the gradual build up of long term liabilities accrued in the pursuit of shorter term gains (often the speed [to code complete]-vs-quality tradeoff in coding). Watching this video several days ago, this came to mind both for Intel and Samsung. Their yachts (analogy to humour Dan here) seem highly tuned for a particular set of wind conditions which have proved the norm for a long period of time. Then the wind changes direction and all the shortcomings of that tuning suddenly become apparent.
Companies come and go and ultimately have a lifecycle just as their products do. People doubtless wrote much the same about Fairchild 20 years ago. But that's been gone for some time and the industry continues onwards and upwards. However much the sentimentalists and historians amongst us (me included) regret it.
Software people sometimes talk about something called technical debt, which is essentially the gradual build up of long term liabilities accrued in the pursuit of shorter term gains (often the speed [to code complete]-vs-quality tradeoff in coding). Watching this video several days ago, this came to mind both for Intel and Samsung. Their yachts (analogy to humour Dan here) seem highly tuned for a particular set of wind conditions which have proved the norm for a long period of time. Then the wind changes direction and all the shortcomings of that tuning suddenly become apparent.
Good analogy. I spent the last three years refitting a 36 year old yacht and it is finally ready for trips to Canada and Mexico. Sailing the California Coast is very different than sailing around the world which this boat and I could have done 30 years ago.
Intel and Samsung can do the same after a proper refit with a skilled crew, absolutely.
