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There was also a point in Samsung’s past when they had been selling Nand chips to the market, then decided to hold all the capacity for themselves (or maybe App
by dv_dt 5y ago
There was also a point in Samsung’s past when they had been selling Nand chips to the market, then decided to hold all the capacity for themselves (or maybe Apple and themselves), then somewhat recently opened it back up again - but nand (and CPU) chips aren’t easily interchangeable - so a reliable partner is more important. Dram chips on the other hand are much more interchangeable.
- Throwawayaerlei 5y agoA lot of what I read about TSMC's current lead is that it's based on trust, including creating a complete ecosystem based on that. As you note Samsung is not so trustworthy a company for outside competitors, and I'd add reports it's not always honest about what it's accomplishing for its foundry customers, or would be ones.