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This is too aggressive a take. Yes, TSMC is 50% of all EUV production right now. But it's only 50%. Samsung has huge resources and is on track to build a 3nm pr
by singhrac 6y ago
This is too aggressive a take. Yes, TSMC is 50% of all EUV production right now. But it's only 50%. Samsung has huge resources and is on track to build a 3nm process by 2022/2023, which is not very far behind TSMC (though I don't know if their 3nm processes compare).
Besides just diversifying global chip production, Samsung has the (geopolitical) benefit of being in a country with large US bases and plenty of internal demand for their chips (if the Exynos designers can produce something exceptional).
- NonEUCitizen 6y agoThe internal demand makes Samsung a competitor with its customers. TSMC does not have a similar conflict of interest.