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It's a fantastic free PR talking against your primary competitor, isn't it? Beca...

 3 years ago
source link: https://twitter.com/andreif7/status/1417159458782945286
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The usual nonsense talk. When QC makes chips at TSMC SM still buys them.

SM literally pits QC and LSI SoC pricing against each other - SS gets cheapest QC unit price amongst all OEMs, LSI loses out on margin% from their only customer, and SF biggest client loses 50% volume.

I'll have to take your word for it. But it doesn't change the fact that external customers don't trust Samsung.
Sorry no, that's not a fact, it's a talking point. If there's anything they don't trust about Samsung it's their technical ability to execute, not the hogwash about product competition.
Sorry, I don't agree with you. If I am Apple, Samsung foundry quite simply would be my last resort.
It's not about agreeing or not, it's about how things literally are. I speak from actually being on the other side of the industry when the relevant things were happening. TSMC won on engineering excellence and merit, not because Apple disliked Samsung.

Guess I just have to take your word for it?

TSMC frequently claims that one of their biggest competitive advantages is that they are a pure-play foundry that does not compete with their customers. It's all BS then?

It's a fantastic free PR talking against your primary competitor, isn't it? Because you literally cannot prove it false.

At the same time SS for the past decade has shown zero benefit for this supposed situation.

TSMC's biggest advantage is their technology, not pure-play.

"TSMC's biggest advantage is their technology, not pure-play."

Its' true now. But you don't think customer trust played a part in helping them get to this point?

You build customer trust by executing and delivering, Samsung didn't, TSMC did. That's all of the story. Every other silicon vendor I've ever talked to considered TSMC superior to Samsung because of their long expertise and ability to execute.
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Andrei, I know in a different fab space, the CEO constantly talks about not competing w customers, and finding alternative ways to grow…
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