Samsung is a memory play, not a TSMC competitor. Logic semiconductor is what Samsung hopes to do in the future, it is not how they make money now. In my opinion, Samsung’s technical lead in memory is no less than TSMC’s technical lead in logic. And transformative AI will require memory as much as CPU, GPU, and TPU.
Samsung is a memory play, not a TSMC competitor. Logic semiconductor is what Samsung hopes to do in the future, it is not how they make money now. In my opinion, Samsung’s technical lead in memory is no less than TSMC’s technical lead in logic. And transformative AI will require memory as much as CPU, GPU, and TPU.