
How China Plans to Win the Chip War
Geopolitics Decanted by Silverado
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.
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