A Detailed History of Samsung Semiconductor

A Detailed History of Samsung Semiconductor
by Daniel Nenni on 02-11-2019 at 7:00 am

From our book “Mobile Unleashed”, this is a detailed history of Samsung semiconductor:

Conglomerates are the antithesis of focus, and Samsung is the quintessential chaebol. From humble beginnings in 1938 as a food exporter, Samsung endured the turmoil and aftermath of two major wars while diversifying and expanding.… Read More


Semiconductor Cycles Always End the Same Way

Semiconductor Cycles Always End the Same Way
by Robert Maire on 06-24-2018 at 3:00 pm

It appears the current cycle has rolled over? The reason is memory & could be worsened by trade Figuring out length, depth and impact of the downturn? We had said that AMAT “called” the top of the cycle on their last conference call even though they may not think so. Semiconductor cycles always ends the same way. The… Read More


Samsung is NOT a Foundry!

Samsung is NOT a Foundry!
by Daniel Nenni on 04-01-2011 at 5:47 pm

Image Removed
Samsung is the #1 electronics company, the #2 semiconductor company, and for 20+ years the world’s largest memory chip maker. Analysts expect Samsung to catch Intel by the year 2014. In the foundry business however Samsung is a distant #9 after more than a five year investment and here’s why:

Foundry 2010 Revenue:Read More