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Disasters in foundry, LSI, and DRAM? Is the writer sponsored by the U.S. chip manufacturing sector or other pro-American interests? What a weird hit-piece fill

Disasters in foundry, LSI, and DRAM? Is the writer sponsored by the U.S. chip manufacturing sector or other pro-American interests? What a weird hit-piece filled with assertions that could never be reliably backed up by other than Samsung themselves conducting a massive internal investigation.

dylan522p 5y ago
If anything I am making the case that TSMC is reigning supreme but okay, believe your conspiracy
- tomatowurst 5y ago
  the sources the article cited are at best unverifiable, even quoting rumor mill directly to support their claims so it does feel quite strange and we can see why from the author's disclaimer: "Clients and employees of SemiAnalysis may hold positions in companies referenced in this article." So somebody seeks to benefit financially from selling the perception that Samsung is in trouble but feels an online disclaimer can shield them litigious Samsung lawyers. This won't end well.
  - dylan522p 4y ago
    It's at the end of every article lol
- lizardactivist 5y ago
  Yes they are, but it's not about TSMC's superior quality, but the unsubstantiated BS that Samsung's chip manufacturing is a disaster. And if you think that the U.S. is not using every tool in the box to win markets, including bad-mouthing foreign competitors and lying to win customers over, then you're just lying to yourself. Have you been living offline for the last 20 years? The Internet is a battlefield and no-one plays more dirty than the U.S.
  - dylan522p 4y ago
    > the unsubstantiated BS that Samsung's chip manufacturing is a disaster. They lost Qualcomm, Nvidia, and Cisco for the next generation. Are you disputing this fact? They did not fully ramp 1Z or 1 Alpha dram nodes. Are you disputing this fact?
philjohn 5y ago
A good example is the Ampere generation of GPU's. The data centre parts were fabbed on TSMC 7, the consumer on Samsung 8 The consumer parts hit their performance envelope but use about 30% more energy than the data center parts, for the same performance envelope.

dylan522p 5y ago

If anything I am making the case that TSMC is reigning supreme but okay, believe your conspiracy

tomatowurst 5y ago
the sources the article cited are at best unverifiable, even quoting rumor mill directly to support their claims so it does feel quite strange and we can see why from the author's disclaimer: "Clients and employees of SemiAnalysis may hold positions in companies referenced in this article." So somebody seeks to benefit financially from selling the perception that Samsung is in trouble but feels an online disclaimer can shield them litigious Samsung lawyers. This won't end well.
- dylan522p 4y ago
  It's at the end of every article lol
lizardactivist 5y ago
Yes they are, but it's not about TSMC's superior quality, but the unsubstantiated BS that Samsung's chip manufacturing is a disaster. And if you think that the U.S. is not using every tool in the box to win markets, including bad-mouthing foreign competitors and lying to win customers over, then you're just lying to yourself. Have you been living offline for the last 20 years? The Internet is a battlefield and no-one plays more dirty than the U.S.
- dylan522p 4y ago
  > the unsubstantiated BS that Samsung's chip manufacturing is a disaster. They lost Qualcomm, Nvidia, and Cisco for the next generation. Are you disputing this fact? They did not fully ramp 1Z or 1 Alpha dram nodes. Are you disputing this fact?

philjohn 5y ago

A good example is the Ampere generation of GPU's. The data centre parts were fabbed on TSMC 7, the consumer on Samsung 8 The consumer parts hit their performance envelope but use about 30% more energy than the data center parts, for the same performance envelope.