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It's not about agreeing or not, it's about how things literally are. I speak fro...

 3 years ago
source link: https://twitter.com/andreif7/status/1417155594994204674
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That's just the typical surface level rehash of the talking points that has no basis in reality and is simply a lose-lose for Samsung in terms of perception. Externally customers don't trust Samsung because Samsung competes with them -
However internally SM couldn't care less about LSI or foundry and have literally awful collaboration, and literally for the past few years had been supporting their competition in both QC and TSMC. You can't make the argument and then have reality show the opposite.

I don't know if what you say is true. There's also been talk that QC makes their chips at SS in return for SS using their chips in phones, sort of quid-pro-quo. I don't know if that is true.

But regardless, the point is external customers don't trust Samsung.

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.

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