Is Samsung Losing the Chip War?

要改變經營模式 不然只會愈差愈大

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.

China just needs to invade taiwan and samsng will win easy

They will change their name to sungsam, no one can steal them anymore because they don't know the name

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

samsung is doing okay. AI is a fraud and its hype does not justify nvidia's market value and no one would like to pay for the service which costs trillions of investment on infrastructure like expensive ai spending. ai bust is coming near you soon! samsung is doing extensively well in smartphone, storage memory units, display, home appliance and auto sectors.

Sell to China will help Samsung !

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.

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.

Don't matter what you by Google is defaults on it and you become Loosh maker 😎

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.

Lost interest in Samsung ever since their exploding Note 2s phones, and "smart" refrigerators that get bricked

When leadership is accountants in tech companies 😢

이게 다 북한출신 문재인 때문이다

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.

That's ok, samsung, lose
Korea has SK hynix

Buy American 🇺🇸

the real problem is the culture inside the company

Exynos is a very bad SoC.
Samsung must deprecate the Exynos and buy a licence from Qualcomm for the Snapdragon...

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.

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.

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.

Samsung used to be affordable now they are priced at premium 😅 hahahaha

SMIC to the moon guys.
Buy now and hold for 10 years.

Let's just admit that what we have today is enough for most of our needs. Computers have become just like washing machines.

Anyone who say china is catching up on chips are plain bullshit!
I am a microchips development project engineer for 20yrs now and china never has and will never catch up on chips in the next 100yrs.
Just observe on what phones china is releasing now, they are making multi screen phones because they are using older chips that need more power and space.

A weird video, the sound is too AI and a lot of convoluted info.

why you now mention smartphone, display, ssd, ram whose samsang clearly leading the world.

Again, AI voice. Time to unsubscribe.

Never like Samsung

Only Xi Jinping can stop tsmc.
Even behind government’s support, Samsung & Intel still can’t beat tsmc.
On the contrary, Samsung & Intel also need tsmc’s chip to survive.

Samsumg will be like Nokia.

Samsung has never winning the "chip war"

Having a strong demand of USA for advanced chips that TSMC is strong growth bigger. Taiwan and USA are strong dependent relationship.

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.

Samsung should be worried more about their consumers branding electronics which are facing a critical challenge from Chinese 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

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.

Tired of Ai voiced video.... disklike and no subscribe.

The US restrictions will hurt samsung more than China. If anything it will ramp up their local R&D efforts. Man these people never learn

Samsung sabotage by American to choose TSMC Taiwan to chellage China...Korea don't do stupid things to follow American idea

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!

Can you always add the traditional Chinese subtitles (Taiwan)?

Do you think Samsung can beat TSMC in the future?