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Opinion: Samsung can make it big in foundry biz
Posted:?Dec 18, 2009 5:04 AM

Samsung Electronics plans to challenge Taiwan Semiconductor Manufacturing Co. at the foundry game. I...[ View complete article ]


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Opinion: Samsung can make it big in foundry biz

Posted:? Dec 18, 2009 5:04 AM
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Author:Visitor

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Samsung Electronics plans to challenge Taiwan Semiconductor Manufacturing Co. at the foundry game. Is Samsung serious? Should others take the company seriously?
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(1) Reply:Opinion: Samsung can make it big in foundry biz Posted:? Dec 18, 2009 5:04 AM
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Author:Visitor 1118

Good article - majors points are hit. I would simply add that a big challenge for anyone entering the foundry business - possibly less of an issue for Samsung - is the depreciation curve. TSMC is one of the leaders in process development; as such they have both the capacity and the pole position in capital equipment depreciation. The net effect of this in the past was to force TSMC's competitors to compete using their largely undepreciated equipment vs. TSMC's significantly or largely depreciated equipment. This gave TSMC a large profitability edge. Samsung as a huge IDM certainly has the volume to potentially undercut some of this, but it is not clear from historical examples (IBM's off and on foundry strategy for example) if this will translate. If Samsung's foundry business is truly independent, it will have many of the same structural pricing competitive issues. If it is instead a second sourcing strategy for excess capacity (as IBM effectively was doing), then extra capacity tends to pile up when the semi business is slow but be unavailable when volumes (and prices) are high. Time will tell.
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Reply: Opinion: Samsung can make it big in foundry biz

Posted:? Dec 23, 2009 11:21 AM
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Author:cc9

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it was impossible for them to chellenge.
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Previous thread????Fast-recovery rectifie...
Simple DC SPICE model ...????Next thread??
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