Frankly no way for samsung. Samsung will thrive for 5 maybe 10 years tho. Then koreas super fast aging population will take hold. Korea becomes a super aged country in 2025 for tge first time
Samsung is a diversified technology company making many things including TVs, laptops, tablets, VR gears, memory chips and semiconductors (design & manufacturing), smartphones, entertainment systems, home appliances, so on. It is leading the market in OLED, TVs and smartphones. It can only focus so much of its resources in any one area. It would be tough for such a diversified company to compete with another similarly sized company that only does semiconductor manufacturing. Samsung has much experience in many areas and could flourish without concentrating on just semiconductors.
calls are getting louder to spin off Samsungs foundry business. last hope if Samsung and intel, who completely ignored EUV lithography, join together and compete against tsmc.
timely video, Samsung Foundry just announced more layoff and closing down lines to just one. JUST ONE. the tech is getting too difficult to work. INTEL 18A is a failed project. There is ZERO CUSTOMERS to date.
Samsung can lose the chip war because: 1). TSMC is already very strong (first mover advantage); 2). SMIC (China) is less technological-advanced but SMIC has strong state support as well as large China market. Samsung, under South Korea, is not allowed to sell their chip freely to China due to US restriction.
@@emperorjonz9590 No reason at all for the U.S. to do such. TSMC is just a big foundry. The U.S. has control of the EUV technology (licensed to ASML) and the full chip design and manufacturing technological capabilities. It does not want China to have advanced chips to later be used against its allies or itself. That would seem prudent.
@@emperorjonz9590Get your history straight who is the rebel island? ROC was founded in 1911 while PROC was founded in 1949 after beating ROC in mainland and forced ROC to Taiwan.
samsung is actually a lot bigger than people realise because it is not just one company but several it is a chaebol. the samsung group is involved in insurance, health care, technology, defence, shipbuilding not to mention all sorts of other things.
Is the narrator AI??? Some of the intonations is quite annoying coming off as quite arrogant and some words are mispronounced. Anyway the narrator is giving off a condescending vibe and is quite off putting.
TSMC has finalized plans to build seven advanced chip factories in Taiwan, producing 2-nanometer and 1.6-nanometer chips that are two generations ahead of the global competition. The total investment amounts to nearly US$300 billion. TSMC makes enough profit to cover its capital every six months. Only semiconductor companies that make significant profits can afford to invest US$300 billion in building new, more advanced chip manufacturing plants. Do TSMC's competitors have the capability to invest US$300 billion in building new, more advanced chip factories? If not, then TSMC will continue to lead! Having money and leading technology are guarantees of never being defeated!
Any big Company has a lot of politics, intrigues, power games of its managers. I have worket in some big company`s. Why do you think Samsung is worse than its competitors?
@holgernarrog962 at the moment samsung us the worst of all the foundress. Intel has improved quite a lot. Taylor Texas is a huge red flag. If Taylor doesn't resume progress by 2026, it'll be a dead project permanently. Cmon sam sung let's get your shit together
@@drak1265 The Chinese electronics aren't bad. What's bad is their image, not quality. Samsung's image's currently better than the Chinese rivals, but I don't see that last forever. Sometimes I buy the Chinese electronics not because it's cheap, but it's reasonable.
@@dash-2112 I used a cheap LCD TV made in China. The TV panel lifespan was less than a year. The cost of replacing the parts was similar to the price of the TV, so I threw it away. I have been using an LG TV for 3 years now, and the picture quality is the same as when I first bought it. I am not criticizing Chinese products, but it is true that they use cheap parts.
I believe Apple is the reason for TSMC's rise. Apple pays a huge premium to have first dibs on a new process node, TSMC uses that money to upgrade and develop their factories, and once Apple moves on to a new node, their other customers like AMD and Nvidia takes up the freed up production lines Apple no longer needs. Also, seems there's a huge absence of the crypto boom that managed to take up all the GPU demand prior to AI. I think it's pretty significant since that is what made Nvidia filthy rich.
TSMC rose on a multitude of companies. NVidia, AMD (started with ATI), Qualcomm (huge before Apple entered smartphones), and Texas Instruments (TI). Apple is a big leading edge customer today and plays a significant role in leading edge process demand today, but the early rise wasn't back when Apple was Motorola then IBM dependent.
The problem with that is Arm is in the process of suing Qualcomm and would revoke their license. If things don't get resolved, there would be no future for Qualcomm chips.
They are not losing but shifting the emphasis to memory chip. The fact is that memory chips share 1/3 of total chip market and samsung hold around 45% share of the memory chip market and SK hynix holds around 35% share, so samsung is still big in the chip industry even though not successful in the foundry.
@@hydrohasspoken6227 I know but question is will that be permanent or temporary? Bc samsung just past the qual test for HBM by NVDA, that might help samsung bounce back.
Since when was Samsung a leader in Semiconductor, maybe in memory chips thats all. Their Exynos chip dun seems to be that successful And their Smart TV OS Tizen is like losing market share, I won't get a Smart TV with Tizen OS, would rather get one with Android OS.
Samsung isn't losing. It's a temporary setback. If there's a company which has a staying power it's Samsung. Only Sony from Japan is better positioned though.
@MelvinStaRita-yb2fm didn't Samsung poached several TSMC engineers in order to catch up to TSMC a decade ago? Without dirty tactics, they just can't compete. Remember copying iPhones? What about copying dysons?
The top foundries: TSMC ROC- 70% High end microchip production. Samsung Korea - 12% LFK China - 9% SMIC China - 4% Global foundry US - 2% Cannon Japan - 1.8% Nikkon Japan - 1.2% Samsung sold most of the patents to Chinese companies before the US sanctions hit as the company is prepared for the worst since 90% of its' microchips were sold to China; now Samsung focused on arms supplying contract That US gave to cover some of its' loses. TSMC still rule the High end microchip market But Chinese companies are catching up steadily, also China dominated in 7nm and larger microchip market.
South Korea have Samsung Campany which Have Monopoly on everything Business Teach Microchips Or Real State Small scale Electronic and it Korea big Population and gdp or U.S Support that's why there are able to regain there loss from other industry profit 🇰🇷🏯📱 Viva S.korea
This is not healthy for Korea’s economy diversity development and innovation. Chabos are good at muscling competitors out of business and then raising prices.
Do you think Samsung can beat TSMC in the future?
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Frankly no way for samsung. Samsung will thrive for 5 maybe 10 years tho. Then koreas super fast aging population will take hold. Korea becomes a super aged country in 2025 for tge first time
Samsung is a diversified technology company making many things including TVs, laptops, tablets, VR gears, memory chips and semiconductors (design & manufacturing), smartphones, entertainment systems, home appliances, so on. It is leading the market in OLED, TVs and smartphones. It can only focus so much of its resources in any one area. It would be tough for such a diversified company to compete with another similarly sized company that only does semiconductor manufacturing. Samsung has much experience in many areas and could flourish without concentrating on just semiconductors.
calls are getting louder to spin off Samsungs foundry business. last hope if Samsung and intel, who completely ignored EUV lithography, join together and compete against tsmc.
That's ok, samsung, lose
Korea has SK hynix
sk is memory only. samsung is memory + foundry
@@wotltkfkdgofoundry was just starting business for samsung
@북극성-c1v what does that even mean? Lol
Samsung should be worried more about their consumers branding electronics which are facing a critical challenge from Chinese companies.
timely video,
Samsung Foundry just announced more layoff
and
closing down lines to just one.
JUST ONE.
the tech is getting too difficult to work.
INTEL 18A is a failed project.
There is ZERO CUSTOMERS to date.
Samsung can lose the chip war because: 1). TSMC is already very strong (first mover advantage); 2). SMIC (China) is less technological-advanced but SMIC has strong state support as well as large China market. Samsung, under South Korea, is not allowed to sell their chip freely to China due to US restriction.
US and China should come to a agreement and blackmail taiwan to give them the tech...WIN WIN except for rebel island.
just sell to India then
@@amirism91 Put chip onto Toilette? Smart WC, you meaned?
@@emperorjonz9590 No reason at all for the U.S. to do such. TSMC is just a big foundry. The U.S. has control of the EUV technology (licensed to ASML) and the full chip design and manufacturing technological capabilities. It does not want China to have advanced chips to later be used against its allies or itself. That would seem prudent.
@@emperorjonz9590Get your history straight who is the rebel island? ROC was founded in 1911 while PROC was founded in 1949 after beating ROC in mainland and forced ROC to Taiwan.
samsung is actually a lot bigger than people realise because it is not just one company but several it is a chaebol. the samsung group is involved in insurance, health care, technology, defence, shipbuilding not to mention all sorts of other things.
Is the narrator AI??? Some of the intonations is quite annoying coming off as quite arrogant and some words are mispronounced. Anyway the narrator is giving off a condescending vibe and is quite off putting.
Yes it is. Don't you hear the difference
TSMC has finalized plans to build seven advanced chip factories in Taiwan, producing 2-nanometer and 1.6-nanometer chips that are two generations ahead of the global competition. The total investment amounts to nearly US$300 billion. TSMC makes enough profit to cover its capital every six months. Only semiconductor companies that make significant profits can afford to invest US$300 billion in building new, more advanced chip manufacturing plants. Do TSMC's competitors have the capability to invest US$300 billion in building new, more advanced chip factories? If not, then TSMC will continue to lead! Having money and leading technology are guarantees of never being defeated!
Why in Taiwan China will invade it
Nice analysis! Worth watching it before making mine.
the real problem is the culture inside the company
Any big Company has a lot of politics, intrigues, power games of its managers. I have worket in some big company`s.
Why do you think Samsung is worse than its competitors?
@holgernarrog962 at the moment samsung us the worst of all the foundress. Intel has improved quite a lot. Taylor Texas is a huge red flag. If Taylor doesn't resume progress by 2026, it'll be a dead project permanently. Cmon sam sung let's get your shit together
@@28naveenator27van Can you please give me some insides...Are there a lot of delays in production? a lot of rejects?
Having a strong demand of USA for advanced chips that TSMC is strong growth bigger. Taiwan and USA are strong dependent relationship.
Let's just admit that what we have today is enough for most of our needs. Computers have become just like washing machines.
Toshiba tried once. The US didn't like it. Japan lose. SK next. That is th price you have to pas as a vassal state.
Politics says SKHynix is favored by China versus chips made by SKorea's SS or Taiwan's TSMC
Don't matter what you by Google is defaults on it and you become Loosh maker 😎
Samsung used to be affordable now they are priced at premium 😅 hahahaha
in the chinky perception.
Samsung has always been premium. If you are poor, you have to use Chinese electronics.
@@drak1265 The Chinese electronics aren't bad. What's bad is their image, not quality. Samsung's image's currently better than the Chinese rivals, but I don't see that last forever. Sometimes I buy the Chinese electronics not because it's cheap, but it's reasonable.
@@dash-2112 I used a cheap LCD TV made in China. The TV panel lifespan was less than a year. The cost of replacing the parts was similar to the price of the TV, so I threw it away. I have been using an LG TV for 3 years now, and the picture quality is the same as when I first bought it. I am not criticizing Chinese products, but it is true that they use cheap parts.
I believe Apple is the reason for TSMC's rise. Apple pays a huge premium to have first dibs on a new process node, TSMC uses that money to upgrade and develop their factories, and once Apple moves on to a new node, their other customers like AMD and Nvidia takes up the freed up production lines Apple no longer needs.
Also, seems there's a huge absence of the crypto boom that managed to take up all the GPU demand prior to AI. I think it's pretty significant since that is what made Nvidia filthy rich.
TSMC rose on a multitude of companies. NVidia, AMD (started with ATI), Qualcomm (huge before Apple entered smartphones), and Texas Instruments (TI). Apple is a big leading edge customer today and plays a significant role in leading edge process demand today, but the early rise wasn't back when Apple was Motorola then IBM dependent.
Can you always add the traditional Chinese subtitles (Taiwan)?
When leadership is accountants in tech companies 😢
😂samsung too long hiding in south korea, so their tech so last decade ago, dun know they can build chips. oh, i guess is potato chips
Samsumg will be like Nokia.
Exynos is a very bad SoC.
Samsung must deprecate the Exynos and buy a licence from Qualcomm for the Snapdragon...
The problem with that is Arm is in the process of suing Qualcomm and would revoke their license. If things don't get resolved, there would be no future for Qualcomm chips.
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why you now mention smartphone, display, ssd, ram whose samsang clearly leading the world.
They are not losing but shifting the emphasis to memory chip. The fact is that memory chips share 1/3 of total chip market and samsung hold around 45% share of the memory chip market and SK hynix holds around 35% share, so samsung is still big in the chip industry even though not successful in the foundry.
They are surely losing money in that area.
@@hydrohasspoken6227 I know but question is will that be permanent or temporary? Bc samsung just past the qual test for HBM by NVDA, that might help samsung bounce back.
@@myungkim7241 only time will tell. may the better company win.
Since when was Samsung a leader in Semiconductor, maybe in memory chips thats all. Their Exynos chip dun seems to be that successful
And their Smart TV OS Tizen is like losing market share, I won't get a Smart TV with Tizen OS, would rather get one with Android OS.
要改變經營模式 不然只會愈差愈大
You’re not Korean. Worry about something else like Chinese Factory 😂
Samsung isn't losing. It's a temporary setback. If there's a company which has a staying power it's Samsung. Only Sony from Japan
is better positioned though.
So they are temporarily losing?
Lol. So is Intel, Blackberry and Nokia. Just temp set back.
Intel too😊
The brain power behind Samsung is massive.It's all of Korea's best .
@MelvinStaRita-yb2fm didn't Samsung poached several TSMC engineers in order to catch up to TSMC a decade ago? Without dirty tactics, they just can't compete. Remember copying iPhones? What about copying dysons?
A weird video, the sound is too AI and a lot of convoluted info.
The top foundries:
TSMC ROC- 70% High end microchip production.
Samsung Korea - 12%
LFK China - 9%
SMIC China - 4%
Global foundry US - 2%
Cannon Japan - 1.8%
Nikkon Japan - 1.2%
Samsung sold most of the patents to Chinese companies before the US sanctions hit as the company is prepared for the worst since 90% of its' microchips were sold to China; now Samsung focused on arms supplying contract That US gave to cover some of its' loses.
TSMC still rule the High end microchip market But Chinese companies are catching up steadily, also China dominated in 7nm and larger microchip market.
South Korea have Samsung Campany which Have Monopoly on everything Business Teach Microchips Or Real State Small scale Electronic and it Korea big Population and gdp or U.S Support that's why there are able to regain there loss from other industry profit 🇰🇷🏯📱 Viva S.korea
This is not healthy for Korea’s economy diversity development and innovation. Chabos are good at muscling competitors out of business and then raising prices.
Lost interest in Samsung ever since their exploding Note 2s phones, and "smart" refrigerators that get bricked
그 휴대폰에 탑재됐던 배터리가 중국 기업 oem 납품 배터리였다. 중국산이 그렇지. 비용 좀 아끼겠다고 중국산 배터리 납품받아 사용했던 잘못이 삼성전자한테 있지.
@@Therefore75供应商供的货不用测试就出货了吗？有脸怪别人？😮
Samsung has never winning the "chip war"
Buy American 🇺🇸
Lower your prices first. The problem with the "most advanced economy" is everything is so expensive compared to us in the "third world countries".
Tired of Ai voiced video.... disklike and no subscribe.
They will change their name to sungsam, no one can steal them anymore because they don't know the name
Again, AI voice. Time to unsubscribe.
Never like Samsung
SMIC to the moon guys.
Buy now and hold for 10 years.
lol