Friday, April 28, 2017 3:39:52 AM
What is also interesting is their statement about the LSI (foundry) business:
Pretty compact, straight and clear statement. Refreshing compared to Intel's showing off with Moore's law and density claims that just don't hold true on a product level (compare with AMD's processor density for instance, fabbed on the, according to Intel, less dense 14nm process licensed from Samsung). I expect this part of Samsung to also perform really well in the future, next to its striving memory business. Do you really think that TSMC, Intel or anyone else will beat them in this game?
I expect them to keep memory prices elevated to collect the money required for further investments into leading semiconductor processes. In addition, I see quite some synergies between both businesses, between digital foundry and memory chips, though I know there are also big differences, there is also a lot you can share from equipment and R&D point of view. A big advantage to any competitor in the market.
I see no way, after all those missteps from Intel, how they could be able to compete in the longer term.
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