Geopolitics Decanted by Silverado cover image

How China Plans to Win the Chip War

Geopolitics Decanted by Silverado

CHAPTER

The Future of Samsung's Chip Business

Samsung has struggled to keep up with SMC and Foundry. Apple used to produce chips with Samsung, then after a very acrimonious divorce, moved to TSMC. The second issue is that Samsung competes with many potential customers. It's one of the reasons I think why TSMC has done so well relative to firms that are more integrated but also competitive vis-à-vis their customers.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner