TSMC, Samsung

choi

(1) Cheng Ting-fang, TSMC Tells US Clients It Can Meet Pentagon Security Standards. Nikkei Asian Review, Nov 2, 2019 (updated on Nov 4, likely to include "Financial Times' online report).
https://asia.nikkei.com/Business ... -security-standards

Quote:

" 'The US Defense Department asked our US customers, "Why do you go to TSMC instead of GlobalFoundries," TSMC Chairman Mark Liu said at a news conference on Saturday, the company's annual sports day. * * * Last year, it [GlobalFoundries] announced it would not follow the industry into expensive 7 nanometer chipmaking. It currently produces 14 nm chips.

"Huawei's semiconductor unit, HiSilicon, is TSMC's second largest customer, behind Apple, and is TSMC's fastest-growing customer.  The U.S. remains the Taiwanese chip titan's largest market, accounting for more than half of its revenue, but China is where TSMC expects most of its growth to come from * * *

(2) Kotaro Hosokawa and Kensaku Ihara, Memory King Samsung Takes on TSMC in 5G Chips; South Korean Chipmaker Hopes to Dethrone Taiwan Foundry Giant by 2030. Nikkei Asian Review, Oct 31, 2019.
https://asia.nikkei.com/Business ... on-TSMC-in-5G-chips

My comment: Due to quota imposed by Nikkei Asian Review, there is only one free ride a month. But there is no need to read it, which I do not read. I merely want to show how far behind Samsung thinks it lags behind TSMC in logic chips. TSMC does not produce memory chips, which is Samsung's specialty, bar none.