Samsung
South Korean multinational conglomerate known for electronics, semiconductors, smartphones, displays, and memory products.
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How Samsung compares
2 creators weighed in
TSMC
Direct rival
world's largest chip foundry
Both make chips for other companies. Ben says Samsung won memory by investing during downturns, a strategy that displaced earlier market leaders.
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2 creators
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2 creators
Both make chips for other companies. Ben says Samsung won memory by investing during downturns, a strategy that displaced earlier market leaders.
"We have fabs run by TSMC and by Samsung. We should sit down with GlobalFoundries and TSMC and Samsung and have a 20-year period where we wave all local ordinances to allow them to build fabs."
Mentioned alongside TSMC and GlobalFoundries as the foundries needed for US domestic capacity
"Samsung sort of took over memory — they saw it as an opportunity, studied history, and realized that the way to take over the market is to invest into downturns so that you're ready when the next cycle comes around."
Compared to Japanese memory makers they displaced; mentioned alongside Intel as TSMC alternative
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"We have fabs run by TSMC and by Samsung. We should sit down with GlobalFoundries and TSMC and Samsung and have a 20-year period where we wave all local ordinances to allow them to build fabs."
More from Andrew Feldman →"Samsung sort of took over memory — they saw it as an opportunity, studied history, and realized that the way to take over the market is to invest into downturns so that you're ready when the next cycle comes around."
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