The Untold Story Of Samsung’s Growing Chip Business

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  • เผยแพร่เมื่อ 22 พ.ค. 2024
  • Samsung may be known for android phones, TVs and appliances, but it’s also been the undisputed leader in memory for more than three decades. Now, as memory prices continue to fall, it’s doubling down on manufacturing chips for outside customers, with a $17 billion new chip fab in Texas and new $228 billion cluster in South Korea. CNBC got a rare look inside Samsung’s chip business to bring you the untold story of how it became the world’s second biggest advanced chipmaker, just as it makes plans to catch the industry leader TSMC.
    Chapters:
    00:00 - Introduction
    02:31 - From fish to microchips
    06:10 - Making more chips in the U.S.
    11:17 - Concerns and controversy
    14:40 - Ambitious road map ahead
    Produced and Shot by: Katie Tarasov
    Edited by: Amy Marino
    Supervising Producer: Jeniece Pettitt
    Animation: Alex Wood, Chirstina Locopo, Jason Reginato
    Additional Camera: Katie Brigham, Sydney Boyo, Andrew Evers
    Editorial Support: Tala Hadavi
    Additional Footage: ASML, Getty Images, Nvidia, Samsung, TSMC
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    The Untold Story Of Samsung’s Growing Chip Business

ความคิดเห็น • 484

  • @Pau_Pau9
    @Pau_Pau9 11 หลายเดือนก่อน +63

    I like what VP of Samsung said:
    "We do not settle to be.. number 2"
    😅

  • @MarcSpctr
    @MarcSpctr 11 หลายเดือนก่อน +46

    as an Indian, Samsung is such a trusted company here since decades in Consumer Electronics.
    From Ovens, to Washing Machines, to TVs, to Refrigerators, to Mobile phones.
    Their service is very prompt too.
    Sometimes it can be a little expensive but any Indian who is going out to look for an electronic product will first go get a look at Samsung products to know what they want and then go to others like LG, Sony, etc to compare, but Samsung is always prefered.
    It's like you got a Samsung, no more worries. While with servicing of other brands, parts availability is always an issue, Samsung parts are always available and in most cases they will come to your home to fix stuff as well.

    • @pinochioo5678
      @pinochioo5678 11 หลายเดือนก่อน +3

      ok pani puri

    • @LittleDraco
      @LittleDraco 9 หลายเดือนก่อน

      Don't read 90% of Indian comments on GSM arena. Majority of them hate Samsung smartphones and prefer all other brands over them.
      Don't look in 90% of Tech youtube videos where majority of Indian top tier tech youtubers basically average out Samsung as mediocore and prefer other brands.
      Don't know which Indians you know but all Tech Savy and Intelectual Indians basically are neutral to even hate Samsung.

  • @gao1812
    @gao1812 11 หลายเดือนก่อน +29

    Love my Samsung phone, tablet, watch, earbuds and two TVs ❤ Excellent quality products, they don't break easily. One my Samsung TVs is 13 years old and works perfectly!!!

  • @tigerjonn
    @tigerjonn 11 หลายเดือนก่อน +332

    Samsung seems to have studied the failures of Sony very well and its taking steps in exact opposite of what Sony did. Sony relied that their own superior technology, quality and design will last forever and did not diversify into other technologies. While Samsung's key is basically diversify into everything possible. Samsung will pour money into technologies that will fail just to make sure there isn't anything more there. The loss in funds is nothing compared to losing the next technological advancement that will power the next generation of electronics... Samsung has a much better and solid grip on technology than Sony ever did...

    • @Ukit50
      @Ukit50 11 หลายเดือนก่อน +17

      After 1986, the American market share curve is a deadly death, which has been around 20%. Intel lost to Japan. Enterprises, the ultimate abandonment of semiconductor storage business, into the field of microprocessors, then, which 70% of the huge market has entered the stomach? The answer is South Korea. In Japan before and after the United States fat 1986, South Korea DRA M started the machine, but the volume is like a toddler baby, and there is no sense in the global semiconductor chip industry. Compared with Japan, the Korean semiconductor chip company represented by Samsung is completely 360-degree dead chicken: fundamentally If you can’t get into the high-end market dominated by the Japanese, you can only eat at low prices in the low-end market. In terms of market size, the two are the difference between ants and elephants. But Samsung knows that all trade friction problems belong to politics. In the field of economics, he took the opportunity to overturn the Japanese elephant. Li Jianxi seized the excellent opportunity of Japan and the United States to carry out the chip war, led Samsung Semiconductor to successfully counter the upper 1990s, Samsung faced the US-sponsored anti-dumping lawsuit, but its head Li Jianxi Cleverly use the opportunity of Americans to suppress the Japanese semiconductor industry, and send a strong public relations team to lobby the Clinton administration: “If Samsung can’t manufacture chips normally, the trend of Japanese companies occupying the market will become more obvious. The reduction of competitors will further increase the purchase of American companies. The price of the chip will be even more disadvantageous for US companies. “Then, the Americans only charge 0.74% of anti-dumping duties to Samsung, and the highest in Japan are charged 100% of anti-dumping duties. This kind of operation is simply too lazy to install. Samsung holds the thigh of the United States, which is equivalent to giving it from behind.” Japan has a knife, let Japan completely out. The key to winning the game If there is no Samsung to fill the knife, Japanese semiconductor chips still have the hope of getting out of the predicament. The Americans used the “US-Japan Semiconductor Agreement” to bind the Japanese and waved anti-dumping sticks to be fat, but Japan’s semiconductor memory chip industry is only suffering from skin injuries, because more than 70% of Silicon Valley companies have withdrawn from the semiconductor memory chip industry, the market is still firmly in the hands of the Japanese, and in the past, it is a group of Toyo heroes, after all, in the global semiconductor chip In the industrial chain, Japan is still an irreplaceable force. After Samsung joined the battle group and took the initiative to stand in the United States, the Japanese who are difficult to replace suddenly became dispensable, and the Koreans became the new favorite. Then, Samsung’s DRAM The two-way data selection scheme was approved by the American Semiconductor Standardization Committee to become a microprocessor compatible In terms of memory, Japan was excluded. In this way, Samsung successfully took the microprocessor-driven PC era express train and was ahead of Japanese companies. Japan’s lost semiconductor chip share almost entered the mouth of a Korean-led company from above. In the DRAM share chart, Japan’s share is falling, and South Korea’s is a steep rising curve. A pair of two lines form a huge pair of scissors, which cuts off the future of Japanese semiconductor chips. Even if the Japanese government intensively introduced the semiconductor industry support policy and invested a lot of money, but it was unable to return to the sky, the fate of the Japanese semiconductor chip out was fixed. After the Toshiba semiconductor plug-in was sold, it marked that the Japanese semiconductor chip was completely out until today.
      “Then, the Americans only charge 0.74% of anti-dumping duties to Samsung, and the highest in Japan are charged 100% of anti-dumping duties. After Samsung joined the battle group and took the initiative to stand in the United States, the Japanese who are difficult to replace suddenly became dispensable, and the Koreans became the new favorite. Then, Samsung’s DRAM The two-way data selection scheme was approved by the American Semiconductor Standardization Committee to become a microprocessor compatible In terms of memory, Japan was excluded. In this way, Samsung successfully took the microprocessor-driven PC era express train and was ahead of Japanese companies.

    • @salaadino
      @salaadino 11 หลายเดือนก่อน +11

      Is unbelievable that Samsung built the tallest building in the world

    • @FBISHOJI
      @FBISHOJI 11 หลายเดือนก่อน +8

      ​@@salaadinoSamsung is everywhere

    • @cinpeace353
      @cinpeace353 11 หลายเดือนก่อน +5

      US contained the Japan industry, now raised the South Korea and Taiwan. US is still behind. Have to improve yourself. Only contain others doesn't work.

    • @Ukit50
      @Ukit50 11 หลายเดือนก่อน +1

      @@cinpeace353
      In just over 30 years, few people have remembered the chip war that broke out between Japan and the United States. In this battle, the Japanese lost their money, occupying nearly 80% of the world’s DRAM (commonly known as computer memory) share from the peak, and fell to zero now. This chip war perfectly explains what is called international political economy. Adam Smith’s theory of free market competition is just a beautiful fairy tale in the big country industry PK. The first five years of the 1980s were the highlights of Japanese semiconductor chip companies. In the semiconductor storage field, Intel and AMD and other technology startups in Silicon Valley were chased by the Japanese, and then they were overtaken and driven away from the throne. The semiconductor chip field (which was mainly dominated by semiconductor storage at the time) became the back garden of Japanese companies. American technology companies have lost their models. The development model of Silicon Valley is to invest capital into startups through venture capital. After the startups receive financial support, they will continue to acquire technological innovations to gain market, enhance the company’s valuation, and then go public, and venture capital will sell stocks to profit. This model is market-oriented, efficient, but small in size, and it is difficult to integrate resources between companies. After all, everyone is a competitor in the pan. Kyushu Island is known as Japan’s “Silicon Island”. It has concentrated on Japan’s vast majority of semiconductor chip companies. The Japanese play is very different: concentrate on doing big things. In 1974, the Japanese government approved the “Very Large Scale Integrated Circuit (commonly known as Semiconductor Chip)” program, setting the goal of catching up with US integrated circuit technology. Subsequently, the Ministry of International Trade and Industry of Japan organized Hitachi, NEC, Fujitsu, Mitsubishi and Toshiba to integrate the talent resources of Japanese production, research and research semiconductors, break down corporate barriers, enable enterprises to collaborate and improve the technical level of Japanese semiconductor chips. Japan’s plan has also died a little bit, and companies have been wary of each other and demolition of each other. The government’s promised funds have been delayed. At the crucial moment, the founder of Japanese semiconductor research, Tsujii Yasuo, stood up. He used his prestige to knead the various participants. The statement of Mr. Sakai is simple and clear: Only by working together can we change the backwardness of Japan’s chip-based technology. When the research results come out, each company will conduct product research and development. Only in this way can we reverse the dilemma of Japanese companies fighting alone in international competition. The Americans were frightened by the plan for four years, and Japan obtained thousands of patents, which suddenly narrowed the technological gap with the United States. Then, the Japanese government introduced measures such as loans and tax incentives, and companies such as Hitachi, NEC, and Fujitsu were strong and strong enough. A modern semiconductor memory chip manufacturing plant has emerged in Japan. As the production line runs day and night, the Japanese launched a saturation attack. The American nightmare begins. In 1980, Japan captured 30% of the semiconductor memory market. Five years later, Japan’s share exceeded 50%, and the United States was left behind. Silicon Valley’s high-tech companies can’t stand the market share, and they continue to send people over the Pacific to Japan to scout, which makes people feel desperate. Andy Grove, then Intel’s production director, said with dismay: “The people who came back from Japan have described the situation very seriously.” If Grove went to Japan, he would be scared: a Japanese company. An entire building was used for storage chip development. The first floor staff developed 16KB capacity, the second floor staff developed 64KB, and the third floor staff developed 256KB. The Japanese rhythm of research and development is simply the legendary three arrows, so that Silicon Valley companies accustomed to one-handedly playing the knife have no power. What makes Americans feel suffocated is that Japan’s memory chips are not only large, but also of good quality. In the 1980s, the American Semiconductor Association conducted quality tests on memory chips in the United States and Japan, hoping to find the weaknesses of their rivals, and found that the highest quality memory chips in the United States were worse than the worst quality in Japan. Moreover, the Japanese also patted their chests to assure customers that the Japanese memory chip guarantees quality for 25 years! Intel almost stunned the Japanese under the aggressive attack, the American chip company was defeated, and the financial data was like melting ice cream, a mess.In 1981, AMD’s net profit fell by 2/3, National Semiconductor lost $11 million, and earned $52 million in the previous year. In the second year, Intel was forced to lay off 2,000 employees. The Japanese continued to expand their battles. The Americans continued to mourn. In 1985, Intel surrendered and announced its withdrawal from the DRAM storage business. This war caused it to lose $173 million, the first loss since its listing. At Intel’s most critical moment, if IBM did not help, and bought 12% of its bonds to guarantee cash flow, the chip giant is likely to close down or be acquired, and the history of the US information industry may be rewritten. Intel founder Robert Noyce (left) and other Silicon Valley companies set up SIA, the goal is to deal with the competition of Japanese semiconductor companies Intel founder Robert Noyes lamented the United States into the process of “imperial decline.” He asserted that if this situation continues, Silicon Valley will become a ruin. What makes Americans intolerable is that Fujitsu intends to acquire an 80% stake in Fairchild Semiconductor. Fairchild Semiconductor is the living fossil of Silicon Valley, as the founders of most of Silicon Valley’s technology companies (including Intel and AMD) were once employees of Fairchild Semiconductor. In the minds of Silicon Valley people, the existence of Fairchild Semiconductors, and now the Japanese have to buy their “God”, is this not a shame? One American newspaper wrote in the report: “This transaction tells us through a message that we are already lagging behind. What is important is how we should respond to this.” Fairchild Semiconductor has a sacred position in the hearts of Silicon Valley people. Formerly, the Silicon Valley technology company established the Semiconductor Industry Association (SIA) to deal with the Japanese attack. After several years of lobbying, the results were as follows: the capital income tax rate was reduced from 49% to 28%, and the pension was pushed into the venture capital field. But the government is reluctant to come forward to help. Bitter until June 1985, SIA finally concocted a view that made Washington not calm, and turned the situation in one fell swoop. The magic logic reverses the situation. SIA’s view is that the weakening of the US semiconductor industry will bring significant risks to national security. Is Japan not an ally of the United States? The rise of Japanese semiconductors, the decline of American semiconductors, and the game of watching the left pocket and the right pocket, how can it threaten the national security of the United States? The logical chain of SIA is this: because super-weapon technology is inseparable from super-electronic technology, super-electronic technology is inseparable from the latest semiconductor technology (this is no problem); if the US semiconductor technology is backward, the US military will be forced to The use of foreign products on key electronic components, including Japanese goods (somewhat meaning); foreign sources are unreliable, the United States will be out of stock during the war, and will be supplied to the US rivals in the non-war period (Japanese see here, it is estimated to cry Therefore, the United States let Japan dominate the semiconductor chip field, it is equal to the sacrifice of national security

  • @jtgd
    @jtgd 11 หลายเดือนก่อน +177

    “How many chips do you put out”
    “A Lot”
    *Shareholders applaud*

    • @AlanTheBeast100
      @AlanTheBeast100 11 หลายเดือนก่อน +9

      He could have said: "A bazillion" but then he'd have to issue a safe-harbour statement.

    • @tooltalk
      @tooltalk 11 หลายเดือนก่อน +3

      Perhaps too many at this moment? Samsung has more than 1/2 year worth of unsold memory chips in warehouse.

    • @TracksideViews
      @TracksideViews 11 หลายเดือนก่อน

      Samsung isn’t publicly traded in the US stock exchange

    • @AlanTheBeast100
      @AlanTheBeast100 11 หลายเดือนก่อน

      @@TracksideViews I was making a joke. Reality was suspended.

    • @user-vb2oc5gs7t
      @user-vb2oc5gs7t 10 หลายเดือนก่อน

      ZZZZZZZZZZZZZZ 이게 미국식 조크인가 개웃기네

  • @AadhityaSrinivasaPanduRanganV
    @AadhityaSrinivasaPanduRanganV 11 หลายเดือนก่อน +56

    Samsung makes Android alive in 2010s

    • @drsnowmon
      @drsnowmon 11 หลายเดือนก่อน +2

      Yeah seriously, Apple at that time was killing every competition out there until Samsung showed up

  • @KevinSmith-qi5yn
    @KevinSmith-qi5yn 11 หลายเดือนก่อน +36

    South Korea tends to cultivate these vertically integrated companies. Samsung, LG, Hyundai.

    • @prashanthb6521
      @prashanthb6521 11 หลายเดือนก่อน +5

      "Vertically integrated" 😂The other name for it is Chaebols.

    • @troosimimimmi
      @troosimimimmi 11 หลายเดือนก่อน +6

      @@prashanthb6521 chaebul means family run. vertical means parent company owns the lower company. totally different.

    • @jsslgn
      @jsslgn 11 หลายเดือนก่อน

      ​@@troosimimimmi chaebol's meaning has changed to somewhat synonymous to a conglomerate run by families that are way too influential beyond business, talk about politics.

    • @Hello-oe7wg
      @Hello-oe7wg 9 หลายเดือนก่อน

      ​@@jsslgnhe is talking about economical term and you are talking about political term

  • @Davethreshold
    @Davethreshold 11 หลายเดือนก่อน +20

    CPU, Computer, Motherboard, Memory, and Graphics card technology have become INSANE. ~ In a GOOD way! GREAT video CNBC!

  • @Dongzzzzzz
    @Dongzzzzzz 10 หลายเดือนก่อน +21

    If Samsung beats TSMC with regards to efficiency and performance then that's the moment they will undeniably have a monopoly.

    • @vervetech9395
      @vervetech9395 10 หลายเดือนก่อน

      Monopoly is bad

    • @Dongzzzzzz
      @Dongzzzzzz 10 หลายเดือนก่อน +1

      @@vervetech9395 it is

  • @eadruna
    @eadruna 11 หลายเดือนก่อน +143

    This is a top quality content! I'm glad that been a fan of Samsung for the last 17 years from using the air conditioning to phones. They really last a long time.

    • @leejuicy
      @leejuicy 11 หลายเดือนก่อน +4

      This has got to be a bot right..?

    • @troosimimimmi
      @troosimimimmi 11 หลายเดือนก่อน +12

      @@leejuicysamsung actually fixes problems within one year. others take more time

    • @dannnsss8034
      @dannnsss8034 11 หลายเดือนก่อน +4

      Still using my S9...

    • @antihypocrisy8978
      @antihypocrisy8978 11 หลายเดือนก่อน

      You should buy American instead of Asian. Shame on you.

    • @icetrip2417
      @icetrip2417 10 หลายเดือนก่อน

      I love it ❤

  • @lukeben1596
    @lukeben1596 10 หลายเดือนก่อน +25

    Jobs will pay your bills business will make you rich but investment makes and you keep you wealthy the future is inevitable

    • @claresmithy4667
      @claresmithy4667 10 หลายเดือนก่อน +9

      Assets that can make you rich
      Bitcoin
      Stocks
      Real estate

    • @maxiecharles2842
      @maxiecharles2842 10 หลายเดือนก่อน

      ​@@claresmithy4667You're right, it's obvious a lot of people remain poor due to ignorance

    • @samanthadonaldson2246
      @samanthadonaldson2246 10 หลายเดือนก่อน

      I'm looking for something to venture into on a short term basis, I have about $6k sitting in my savings

    • @jeremygood3246
      @jeremygood3246 10 หลายเดือนก่อน

      ​@@samanthadonaldson2246I'm enjoying working under a platform that brings good return in my life and I've been making my weekly returns without stress all in crypto currency

    • @jeremygood3246
      @jeremygood3246 10 หลายเดือนก่อน

      ​@@samanthadonaldson2246Learn and trade under a guide I do same and I hardly make losses in the market

  • @ljacobs357
    @ljacobs357 11 หลายเดือนก่อน +32

    Best company around today. Enjoy their products.

    • @icetrip2417
      @icetrip2417 10 หลายเดือนก่อน

      Fr man ❤

  • @gao1812
    @gao1812 11 หลายเดือนก่อน +29

    Is the Samsung Conglomerate perfect? No. But no company is. Samsung has been working hard to improve themselves and deserve all their success.

    • @nathanolson3135
      @nathanolson3135 9 หลายเดือนก่อน +1

      Easy to succeed if the USA is behind you , the push of South Korea and Taiwan it was all to contain Japan . No one ever ask where do these South Korea tech companies get their raw materials from .

  • @MrGriff305
    @MrGriff305 11 หลายเดือนก่อน +97

    Never understood why this company isn't worth more. They make top tier smartphones, TVs, and now even chips among other things. They have the best screen tech in the world (sold to Apple)

    • @seouliteinmumbai7955
      @seouliteinmumbai7955 11 หลายเดือนก่อน +36

      We call it 'Korea discount '. It refers to the market devaluation on Korean companies due to the potential security risk from North Korea as technically we are still st war. Perhaps if Samsung was an US or UK company, it would value way higher IMO.

    • @alles_klar
      @alles_klar 11 หลายเดือนก่อน +22

      ​@@seouliteinmumbai7955 The "Korea discount" is more than the risk from NK, it also includes the significant amounts of corruption and opaque dealings associated with chaebols - which in Samsung's case is very much warranted.

    • @ilililili1i1il40
      @ilililili1i1il40 11 หลายเดือนก่อน +19

      You know what? In South Korea, Samsung Biologics also produces new medicine such as COVID19 vaccine, anti cacer drugs. I think Samsung Biologics will going to be as big as Samsung Electronics in a few decades.

    • @yougetaspear7799
      @yougetaspear7799 10 หลายเดือนก่อน

      The other way you mercenary or else how will those leftout gonna get in then

    • @yougetaspear7799
      @yougetaspear7799 10 หลายเดือนก่อน

      ​@@seouliteinmumbai7955i thought the won won or wining

  • @Shurikvav
    @Shurikvav 11 หลายเดือนก่อน +32

    Love it! Great content. Thank you

  • @Songer80
    @Songer80 11 หลายเดือนก่อน +5

    I live in South Korea and I have never heard any South Korean call it the Republic of Samsung.

  • @abhinavkumar7778
    @abhinavkumar7778 11 หลายเดือนก่อน +22

    Narrator's voice is calm and soothing ❤❤

  • @autumntriesthings
    @autumntriesthings 11 หลายเดือนก่อน +9

    “Where will that water come from in times of drought?”
    Abbott: “We’re working on that.”
    💀

    • @zumabbar
      @zumabbar 4 หลายเดือนก่อน

      hope it's not one of 'em famous last words....

  • @csg-cutesmilegooner1690
    @csg-cutesmilegooner1690 11 หลายเดือนก่อน +10

    I love Samsung ❤️ ❤️❤️❤️

    • @JohnLee-db9zt
      @JohnLee-db9zt 11 หลายเดือนก่อน

      Love me. I’m lonely. 😞

  • @pauldannelachica2388
    @pauldannelachica2388 11 หลายเดือนก่อน +12

    Samsung are very dominant in electronic product. Also the Vanguard of US defense industry hopefully Western democratic nations keep supporting the brand

  • @PAVEL--JAKL
    @PAVEL--JAKL 10 หลายเดือนก่อน +3

    Watching this on S23 Ultra..👌

  • @jillthompson6110
    @jillthompson6110 11 หลายเดือนก่อน +33

    The problem with Samsung's fabrication division is this. They are the victims of their own success. Samsung designs and makes logic chips that compete with Apple, Intel, Qualcomm, etc which makes Samsung untrusted by their customers (who are also Samsung competitors). If Samsung wants to be number one in fabrication, they need to spin off its fabrication industry and make them unrelated to the Samsung group. Otherwise, customers will continue to favor TSMC because TSMC doesn't compete with its own customers.

    • @powerupyo
      @powerupyo 9 หลายเดือนก่อน +6

      You just described why TSMC will fail.
      Every country in the world right now is trying to have domestic chip manufacturing. This will ultimately lead to companies producing their own chips in-house domestically or to partner with another domestic company to do so. Apple and Qualcomm will drop TSMC for Intel given the chips act and this will destroy TSMC. Europe also wants to develop their own chips in Europe.
      Samsung already produces its own chips and domestic demand is high enough that they can survive even with the global protectionism going on. taiwanese domestic demand is nowhere high enough and TSMC will either have to move to the US or just lose 90% of their market share.

    • @estiennetaylor1260
      @estiennetaylor1260 8 หลายเดือนก่อน +2

      @@powerupyo Actually no. Being independent from merika influence is key to any tech survival. Samsung and TSMC is falling for merika's trap of stealing talents away for their own short term gains.

    • @maartilium
      @maartilium 7 หลายเดือนก่อน

      ​@@estiennetaylor1260better than falling for the ccp

    • @estiennetaylor1260
      @estiennetaylor1260 7 หลายเดือนก่อน

      @maartilium In your dreams.

    • @kiprotichsalat2460
      @kiprotichsalat2460 20 วันที่ผ่านมา

      Lol you think a TSMC can just be easily replicated because of a CHIPS act

  • @michaellim4165
    @michaellim4165 11 หลายเดือนก่อน +12

    Samsung's Semiconductor business plan is to invest when others are NOT investing. Cheaper materials, and labor brought by reduced demand for such infrastructure. But when the economy roars back to its expansion phase, that is when, due to economies of scale and the prior investment in expansion, they reap the fruits that they've sowed, increasing margins drastically while their competitors are hurting.

  • @AS-yf4jr
    @AS-yf4jr 11 หลายเดือนก่อน +33

    Can you imagine a company that is valued with a market cap of 500 billion dollars, makes nearly 300 billion in revenue. Tf.

    • @user-ze5jk8kz6q
      @user-ze5jk8kz6q 11 หลายเดือนก่อน

      Just working for Wall Street

    • @icetrip2417
      @icetrip2417 10 หลายเดือนก่อน +4

      Fr it should be worth 2T

    • @user-qn7dy4sp4k
      @user-qn7dy4sp4k 10 หลายเดือนก่อน +7

      The only reason for that is because samsung is listed on Korean stock market. If it was in NASDAQ, it would at least be 1T for sure.

  • @farahnurow4367
    @farahnurow4367 11 หลายเดือนก่อน +44

    High quality content!

  • @Sp7ce
    @Sp7ce 11 หลายเดือนก่อน +36

    I have high hopes for this platform

  • @scorproy123
    @scorproy123 8 หลายเดือนก่อน

    Excellent documentary. Detailed.

  • @sapphyrus
    @sapphyrus 11 หลายเดือนก่อน +36

    Memory chips are required in massive amounts for AI models and calculations, it's not just logic chips that's required. If anything, there's a high capacity memory module shortage in the industry as demonstrated by Nvidia GPUs getting slammed by reviewers and customers for still having memory capacity standards of 5 years ago. Demand dropped for old memory modules, not new, higher capacity ones.

    • @TomiwaAdegbola
      @TomiwaAdegbola 11 หลายเดือนก่อน +1

      With increasing connectivity speed (5G), AI modules can access memory instantenously in the cloud, I would think that on device chips needed will be more of logic rather than memory. cloud and faster connectivity is a major reason demand for memory chips is slowing down.

    • @sapphyrus
      @sapphyrus 11 หลายเดือนก่อน +2

      @@TomiwaAdegbola There’s no ‘instantaneous access’ to the cloud or any magic like that. AI needs as fast access as cutting edge technology allows on the same board, even on same chip to work real-time. Storage =/= memory

    • @rudysal1429
      @rudysal1429 11 หลายเดือนก่อน +2

      ​@sapphyrus Nvidia is getting blasted by reviews because they limited their memory on their middle to lower cards to be cheap. There isn't a shortage of memory as other mfg have added plenty of memory to their cards. Problem is they put 8gb on even their slightly higher than middle cards that should be able to play games at give resolutions but can't as games at higher resolutions use more memory. They limited themselves and deserve every criticism they are getting.
      Samsung also has huge advantages over the US as the company as a whole is a monopoly and controls a good amount of govt. That is what SK did to achieve where they are now, let companies monopolize and grow with no competition.

    • @jonathanjones7751
      @jonathanjones7751 10 หลายเดือนก่อน

      It is not scientifically possible to have off premises ram. Unless we can exceed the speed of light. Silicon photonics is a great tech on prem for node to node communication and maybe one day we can have JBOD type arrays for ram that actually do stuff but the real moneys in cache. That’s why you see AMD with 3D V-cache and intel with Adamantine and on die HBM in their meteor lake (coming soon) and SPR parts

  • @igbatious
    @igbatious 11 หลายเดือนก่อน +10

    how did the editor allow the narration volume level to be so much lower than the rest of the video?

    • @RossMalagarie
      @RossMalagarie 11 หลายเดือนก่อน +2

      They must have used to edit volumes for action movies. You know how you can barely hear when people talk in a movie then the action is eat bleedingly loud. Yeah now they edit volumes for NBC doc videos

  • @rolandalfonso6954
    @rolandalfonso6954 11 หลายเดือนก่อน +3

    This was great journalism! Well done!, start to finish! As an aside, I was in awe of the people that design and make this stuff! Nutz.

  • @BofaDee33
    @BofaDee33 11 หลายเดือนก่อน +15

    It's pronounced H- Ah- N Coo- Uk. I was there when Samsung broke ground on that new complex in Pyeong Taek. It is absolutely massive and employees like 80k construction workers.

  • @tonytineo9453
    @tonytineo9453 11 หลายเดือนก่อน +5

    Love samsung, this video is very informative

  • @firefalcoln
    @firefalcoln 11 หลายเดือนก่อน +35

    I find it hysterical to learn that a major technical companies could get its start trading fruits, vegetables and fish. 😂
    Mazda similarly got its start making corks which seems crazy and completely different from how they make their money today. Although at least from the start unlike Samsung, they were a manufacturer.

    • @tooltalk
      @tooltalk 11 หลายเดือนก่อน +7

      >> I find it hysterical to learn that a major technical companies could get its start trading fruits, vegetables and fish.

  • @anatoliyponomarev161
    @anatoliyponomarev161 9 หลายเดือนก่อน

    Your work with indicators are really impressive

  • @ModiAdams
    @ModiAdams 11 หลายเดือนก่อน +2

    Such an informative video, i would be truly thankful if anyone would just mention the name of such a nice soundtrack that started at this time 10:15 .. Many thanks in advance. Have a good day!

  • @icetrip2417
    @icetrip2417 10 หลายเดือนก่อน +4

    My favourite brand ❤

  • @kstessel1
    @kstessel1 11 หลายเดือนก่อน +3

    Amazing! And great for Texas.

  • @andrw90210
    @andrw90210 11 หลายเดือนก่อน +14

    Am I the only one who thinks the narrator has a very engaging voice you just wanna listen and pay attention to the entire video.

    • @pjacobsen1000
      @pjacobsen1000 11 หลายเดือนก่อน +1

      Much better than the narrator at WSJ's 'Tech News Update' who sounds like a real Valley Girl.

    • @prashanthb6521
      @prashanthb6521 11 หลายเดือนก่อน +2

      Your mind is playing tricks on you. This is how men start and then end up loosing half their assets 😂

  • @mjfreespirit
    @mjfreespirit 11 หลายเดือนก่อน +4

    Go Samsung Go!!!

  • @osvalreyes566
    @osvalreyes566 11 หลายเดือนก่อน +11

    Let's goo this high quality content 👏 ❤

  • @ambition112
    @ambition112 9 หลายเดือนก่อน +7

    0:31: 💡 Samsung is a globally recognized brand known for its devices and memory chips, but it is now focusing on dominating the chip-making industry in the US.
    3:24: 💡 Samsung, a South Korean tech giant, has become a global leader in consumer electronics and memory chips.
    6:55: 📈 Samsung is expanding its chip production in the US due to customer demand and geopolitical risks in Taiwan.
    9:39: 💡 The U.S. aims to increase chip production by offering incentives to companies like Samsung, but faces challenges with higher construction costs, water availability, and electricity reliability.
    12:37: 📈 Samsung aims to triple its capacity and develop industry-leading chips, challenging its main competitor TSMC.
    15:28: 🔧 Samsung is expanding its chip manufacturing outside of Asia and focusing on advanced chips, including AI chips, while also continuing production of legacy chips.
    Recap by Tammy AI

  • @laylaa3948
    @laylaa3948 10 หลายเดือนก่อน

    Thanks for the great journalism

  • @user-qq1ms5hc9o
    @user-qq1ms5hc9o 10 หลายเดือนก่อน +4

    High quality content!. Best company around today. Enjoy their products..

  • @ramaanomuravha8575
    @ramaanomuravha8575 11 หลายเดือนก่อน

    Great content

  • @stacy532
    @stacy532 11 หลายเดือนก่อน +21

    I'm currently using a Samsung so I'm part of the chart lol

    • @toolstechgadgets
      @toolstechgadgets 11 หลายเดือนก่อน

      same

    • @AlanTheBeast100
      @AlanTheBeast100 11 หลายเดือนก่อน +4

      I doubt that there is a home in the modern world that doesn't have something Samsung in it - whether the home owner knows it or not.

    • @toolstechgadgets
      @toolstechgadgets 11 หลายเดือนก่อน +1

      @@AlanTheBeast100 when it comes to the revenue in electronics and technology, Samsung is almost 10 times of Apple

    • @AlanTheBeast100
      @AlanTheBeast100 11 หลายเดือนก่อน

      @@toolstechgadgets Don't think so. SS's 2022 revenue was about $233B where Apl was $385B. But - what is more important - is that Apple's net revenue dwarfs everyone else - their margins are tremendous. Memory (and other components) that Samsung make are commodities with a low margin in a competitive market. SS flagship phones make good margins, but most of the their phone clients buy low to middle end phones in a fiercely competitive landscape (low margins). This is why the market cap of Apple dwarfs SS (Apple near $3,000B v. $327B for SS). (To be clear I'm citing SS electronics and not other SS corporations).

    • @JigilJigil
      @JigilJigil 11 หลายเดือนก่อน

      @@toolstechgadgetsWhat are you speaking about!!!! Apple revenue is close to $400 billion while Samsung is close to $250 billion.

  • @publicspeaker4009
    @publicspeaker4009 11 หลายเดือนก่อน +25

    Samsung makes tractors… that’s the most shocking thing to me

    • @firewatermoonsun
      @firewatermoonsun 11 หลายเดือนก่อน +16

      Samsung is in the world's top 3 shipbuilders, and one of the korean largest construction companies.

    • @ogone1465
      @ogone1465 11 หลายเดือนก่อน +5

      The make weapons

    • @Davethreshold
      @Davethreshold 11 หลายเดือนก่อน +3

      I KNOW! LOL When I saw all the big gear that they also make, I freaked!

    • @salaadino
      @salaadino 11 หลายเดือนก่อน +4

      They built the tallest building in the world

    • @drsnowmon
      @drsnowmon 11 หลายเดือนก่อน +4

      Samsung makes robot machine guns too

  • @shamimahmed4758
    @shamimahmed4758 11 หลายเดือนก่อน +1

    Informative thanks 👍

  • @IanKane
    @IanKane 11 หลายเดือนก่อน +14

    "A lot"😂

    • @martingo2680
      @martingo2680 11 หลายเดือนก่อน +1

      Dude had one job.. One question😂

  • @gf401
    @gf401 11 หลายเดือนก่อน +5

    If you don't like something China..Samsung could be the best choice..

  • @ASK3L-ETERNAL
    @ASK3L-ETERNAL 8 หลายเดือนก่อน +2

    Samsung needs it's own OS on all of thier devices

  • @mav7079
    @mav7079 7 หลายเดือนก่อน

    With buyers' inventory starting to dry up and suppliers' output diminishing proactively, memory chip makers look to flourish sooner than people think. Nvidia and Amd need hbm from either hynix or samsung in making their AI chips. Two biggest hbm makers' market shares are to mount over time.

  • @shutthedoor2052
    @shutthedoor2052 11 หลายเดือนก่อน +1

    i love samsung products. i have phone, tv, pc monitor, fridge, washing machine

  • @kcpkcp1000
    @kcpkcp1000 9 หลายเดือนก่อน

    Interesting video.

  • @SirSmikle
    @SirSmikle 5 หลายเดือนก่อน

    Most iPhone users need to watch this, don't know why most of them are ignorant to the influence of Samsung and it's greatness.

  • @investor_mazi
    @investor_mazi 11 หลายเดือนก่อน +1

    Imagine watching this and being served a Samsung Neo Ad by TH-cam 😅. Nevertheless, I have always been a Samsung fan, so it's not a problem anyway 😊

  • @benjaminnadeau7305
    @benjaminnadeau7305 11 หลายเดือนก่อน +1

    Had 3 iPhones then switched, I'll never go back

  • @jadu30
    @jadu30 11 หลายเดือนก่อน +3

    But Qualcomm stopped their Snapdragon Gen 8 SoC series, chips manufacturered by samsung because of throttling and overheating problem. They switch to TSMC.

    • @AS-yf4jr
      @AS-yf4jr 11 หลายเดือนก่อน +1

      Yes because tsmc got the new EUV Samsung will start using them from this year onwards. Samsung had no place to put them

  • @joseorozco1383
    @joseorozco1383 11 หลายเดือนก่อน +2

    @6:09 Foundry shift in focus

  • @brennendupere1219
    @brennendupere1219 11 หลายเดือนก่อน +14

    I used to love Samsung products and swear by them. It seems like quality has dipped across the board though. I’ve had issues with my Samsung phones and appliances. I hope they can focus on getting their quality back to being solid again.

    • @enadegheeghaghe6369
      @enadegheeghaghe6369 11 หลายเดือนก่อน +6

      That's just an anecdote. I haven't noticed any changr in quality

    • @thatsawesome2060
      @thatsawesome2060 11 หลายเดือนก่อน +5

      ​​@@enadegheeghaghe6369 bought Samsung washing machine in 2008 and give it to my brother in 2012 because I get job somewhere else, and buy new Samsung washing machine in 2012 that broken at after about 2 year which make me buying Panasonic model (still using it now). And what funny today that Washing machine I give to my brother that I bought in 2008 still working to this day.

    • @georgen9755
      @georgen9755 9 หลายเดือนก่อน

      samsung is the best don't settle down for the second ..... ...........
      Samsung mobiles are envied by everyone .......
      This is lava ............... .
      check out more on lava ..... ..
      literally ..............name change for obvious rivals who stole an ordinary Nokia mobile .......which didn't have features like Skype .......but the chip in Nokia ......was brand ....chip that ......has ......tracked ........which outsmarted ........lava ............... ..........connected via .............metro .........train .....big story .........we are ordinary folks we can't complain .......
      8148812292

    • @mspsys
      @mspsys 5 หลายเดือนก่อน

      @@thatsawesome2060 Due to change in regulation (tax law), Samsung and LG had to start manufacturing appliances (washing machine also) in the US. Almost all Samsung washing machines and dryers are manufactured in Newberry, South Carolina now. As a result, Samsung appliances, especially washing machines & dryers, aren't as trustworthy as they used to be.

  • @Techaktien
    @Techaktien 10 หลายเดือนก่อน +1

    I have a Samsung Smartphone, Smart TV, Printer and Notebook. All work fine.

  • @deileewinwin2089
    @deileewinwin2089 11 หลายเดือนก่อน +2

    Samsung💙💯

  • @richarddeguzman1856
    @richarddeguzman1856 11 หลายเดือนก่อน +2

    Watching on my Samsung S9+ right now. 😂

    • @icetrip2417
      @icetrip2417 10 หลายเดือนก่อน

      Yessir

  • @_Aeon_
    @_Aeon_ 11 หลายเดือนก่อน +3

    Only if Samsung can improve its 3nm yield, or it will continue to fall behind TSMC.

    • @_Aeon_
      @_Aeon_ 11 หลายเดือนก่อน

      @@user-tt8bu9oc6c Let's see its volume!

  • @tokushow
    @tokushow หลายเดือนก่อน

    That intro was fancy.

  • @ytn00b3
    @ytn00b3 11 หลายเดือนก่อน +2

    You need electric power & fresh water and South Korea got plenty of these with very skilled workers, and their electricity and water bills are far cheaper, and they have all the working partners nearby in same area.

  • @pbice
    @pbice 11 หลายเดือนก่อน +2

    USA: TSMC is no.1? We want it! Samsung is no.2? We want it too! Let them move factories to the US! Why? It's national security!

    • @troosimimimmi
      @troosimimimmi 11 หลายเดือนก่อน

      intel is building new factory too

  • @nicolodondiego3290
    @nicolodondiego3290 9 หลายเดือนก่อน

    One thing I like from samsung is their advanced TV

  • @MDGame777
    @MDGame777 11 หลายเดือนก่อน +1

    Apple: so what makes you better than me?
    Samsung: bru we make fridge...

  • @aceking894
    @aceking894 11 หลายเดือนก่อน +3

    They will never surpassed TSMC in Taiwan

  • @DragonKingGaav
    @DragonKingGaav 11 หลายเดือนก่อน +1

    Katie is beyond beautiful!!!

  • @Dereyter
    @Dereyter 11 หลายเดือนก่อน

    Mega technologies and electronic development.

  • @emkeicastillo8430
    @emkeicastillo8430 10 หลายเดือนก่อน

    An inteligent mind with creative imagination and free to inovate in a free world , + his work is rewarded , this is the result of democratic enviroment , the fruit of your hard work is rewarded

  • @david-reason
    @david-reason 10 หลายเดือนก่อน

    FAB !

  • @giovannibucio
    @giovannibucio 11 หลายเดือนก่อน +1

    i have everything SAMSUNG no more apple. samsung should make a store in every big city in the USA we need 1 in Chicago.

    • @icetrip2417
      @icetrip2417 10 หลายเดือนก่อน

      Very true man I have a Samsung phone I'm planning on buying , TV, laptop etc

  • @dominicc1986
    @dominicc1986 10 หลายเดือนก่อน

    Background music makes it sound like a scene from a disaster movie.

  • @cypa3458
    @cypa3458 11 หลายเดือนก่อน

    Hope this chip makeing materials won't run out

  • @KazenoniKakuremi
    @KazenoniKakuremi 8 หลายเดือนก่อน

    0:11 daaaaaaaaaaang

  • @PeterBryn
    @PeterBryn 10 หลายเดือนก่อน +1

    This is an interesting video but skipping over Samsung Heavy Industry's history in shipbuilding is a massive miss. That remains a significant business line and is one of the largest shipyards worldwide.

  • @drixhernandez7449
    @drixhernandez7449 10 หลายเดือนก่อน

    Why texas instruments not include in top 3 semiconductor company?

  • @Chronoir3
    @Chronoir3 11 หลายเดือนก่อน +1

    Owned by Asia's biggest Chaebol family

  • @ShawnMiles-lw5ph
    @ShawnMiles-lw5ph 11 หลายเดือนก่อน

    I love those Samsung spicy chips 😂

  • @vietfrost
    @vietfrost 11 หลายเดือนก่อน +1

    Which companies are going to go to Samsung with their leading chip design to have them manufactured? Not companies with competing products like Apple, Qualcomm, etc no? That's why Samsung won't take TSMC position.

  • @J20666
    @J20666 10 หลายเดือนก่อน +8

    It seems that Japan lost itself during the transition from analogue to digital era. The big Japanese name, such as Toshiba, Fujitsu, Pioneer, Sanyo, Panasonic, Sony more or less faded away. The Japanese companies only partially digitized their product, such add a digital display to their products and stopped evolving. Apple and Samsung are the leaders of the digital era. The core is the personal computer and Internet which were both invented by the US. computers evolved from initially as big as a house to a desktop PC, to a laptop, to a iPad, and now to a smartphone. The size of a computer become smaller and smaller. I bet the PCs will further evolve to smaller size, maybe one day it will evolve to the size of a medical capsule working in human's body. The Japanese is too close, this is the reason their mobile phone failed as they only aims in Japanese market. Only being open minded and opened to the world can make you stronger.

    • @ryanreedgibson
      @ryanreedgibson 10 หลายเดือนก่อน

      Toshiba and Fujitsu make the lithography machines that ALL these chip fabs use.

    • @mspsys
      @mspsys 5 หลายเดือนก่อน

      Pioneer, Sanyo, Panasonic, and Sony. These brands were absolutely awesome in the 80's!!

  • @nowherebrain
    @nowherebrain 11 หลายเดือนก่อน

    cut down the production on memory chips...to keep the prices high....not as high as before, but when you consider they get @ a 200% markup of those modules, then you start to see what all these fabs do...tsmc is not better...

  • @michaelmoran2022
    @michaelmoran2022 10 หลายเดือนก่อน +1

    Samsung makes great Displays but Crap Processors TSMC make the best Chips.

  • @courtlaw1
    @courtlaw1 7 หลายเดือนก่อน

    Really, I am finding computer component prices to be fairly decent these days....except GPU's, High end GPU's cost more than a laptop/desktop.

  • @Abdullah-lr2qd
    @Abdullah-lr2qd 9 หลายเดือนก่อน

    I LOVE SAMSUNG MOBILE HUGELY AND VERY VERY MUCH INSHALLAH

  • @ivanbarbosa81
    @ivanbarbosa81 11 หลายเดือนก่อน

    Success story.Resilience.Wait to go

  • @robertprawendowski2850
    @robertprawendowski2850 10 หลายเดือนก่อน

  • @MonaChaalidarealaccountn-ky7yv
    @MonaChaalidarealaccountn-ky7yv 10 หลายเดือนก่อน

    I have a Samsung cellphone that is in an emergency situation and is almost completely dead. As a result of a brutal blow, but I discouraged myself from throwing it in the trash. If I have enough funds, I will repair it like a new item. Luckily, Samsung is praised in Here, I almost threw it in the trash. If it gets slammed or lost and changes hands, maybe Samsung's system will change again. I'll take care of it as much as I can so it doesn't die

  • @doriangrey4822
    @doriangrey4822 11 หลายเดือนก่อน

    Amazing! Chip war! Most of the resources used in the chip manufacturing are from Africa though.

  • @ER-sv1np
    @ER-sv1np 11 หลายเดือนก่อน

    Ment ดีน่าสนใจ

  • @chairpants
    @chairpants 10 หลายเดือนก่อน

    Anchor : How many chips are you pumping out everyday?
    Samsung Head : A lot 😏😏😏
    Bruh are you for real?

  • @NaaRavelrockzn
    @NaaRavelrockzn 3 หลายเดือนก่อน

    how many chips are you producing every year?
    A LOTTTTTT

  • @newbie8051
    @newbie8051 11 หลายเดือนก่อน

    1:02 bro what

  • @user-sn1bp8eg8e
    @user-sn1bp8eg8e 9 หลายเดือนก่อน

    the new untold story : Samsung estimates profits plunged 96% in the second quarter

  • @L34K5.
    @L34K5. 9 หลายเดือนก่อน +1

    What's interesting that Samsung does innovation but not Apple. They use too, not anymore. I am amazed Samsung broke the law physics of folding glass.

  • @social3ngin33rin
    @social3ngin33rin 10 หลายเดือนก่อน

    Of course Apple would sue someone for making a square/rectangle phone lol

  • @lukelewkowicz2233
    @lukelewkowicz2233 10 หลายเดือนก่อน

    Hard to envission reading an article about sumsung in about 1978 when it tried to build a first microwave . It apparently melted . Right off they bought a small company near New York which was a producer of microwave generators. The rest is history.

  • @Pasha8204
    @Pasha8204 หลายเดือนก่อน

    Need 4k