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A look at Samsung's mounting semiconductor problems: reportedly losing Qualcomm and Nvidia's business to TSMC, Galaxy S22 lagging iPhone 13's chips, and more

Financial Times : Tweets: @wholemarsblog , @crsdavies , and @chinabeigebook Tweets: @wholemarsblog : Samsung seeks to reassure markets over semiconductor competitiveness They lost Nvidia and Qualcomm as customers to TSMC but say they are now finally ready to mass produce 4 nm and 5 nm chips https://www.ft.com/... Christian Davies / @crsdavies : “Samsung still has a chance to draw customers in again if it can boost the yield rate of advanced chips,” said James Lim, an analyst at California-based hedge fund Dalton Investments. “No one wants to shoulder the risk of completely relying on TSMC.” https://www.ft.com/... @chinabeigebook : “This yr #Samsung lost its 2 biggest foundry customers, #Qualcomm & #Nvidia, to TSMC, disappointed by co's inability to deliver stable volumes of 4 & 5nm chips that make up computer CPUs...#TSMC had 54% of foundry market in Q122, >3x Samsung's share” https://www.ft.com/...

Financial Times

Discussion

  • @wholemarsblog @wholemarsblog on x
    Samsung seeks to reassure markets over semiconductor competitiveness They lost Nvidia and Qualcomm as customers to TSMC but say they are now finally ready to mass produce 4 nm and 5 nm chips https://www.ft.com/...
  • @crsdavies Christian Davies on x
    “Samsung still has a chance to draw customers in again if it can boost the yield rate of advanced chips,” said James Lim, an analyst at California-based hedge fund Dalton Investments. “No one wants to shoulder the risk of completely relying on TSMC.” https://www.ft.com/...
  • @chinabeigebook @chinabeigebook on x
    “This yr #Samsung lost its 2 biggest foundry customers, #Qualcomm & #Nvidia, to TSMC, disappointed by co's inability to deliver stable volumes of 4 & 5nm chips that make up computer CPUs...#TSMC had 54% of foundry market in Q122, >3x Samsung's share” https://www.ft.com/...