The Untold Story Of Samsung’s Growing Chip Business

Samsung may be known for android phones, TVs and appliances, but it’s also been the undisputed leader in memory for more than three decades. Now, as memory prices continue to fall, it’s doubling down on manufacturing chips for outside customers, with a $17 billion new chip fab in Texas and new $228 billion cluster in South Korea. CNBC got a rare look inside Samsung’s chip business to bring you the untold story of how it became the world’s second biggest advanced chipmaker, just as it makes plans to catch the industry leader TSMC.
Chapters:
00:00 - Introduction
02:31 - From fish to microchips
06:10 - Making more chips in the U.S.
11:17 - Concerns and controversy
14:40 - Ambitious road map ahead
Produced and Shot by: Katie Tarasov
Edited by: Amy Marino
Supervising Producer: Jeniece Pettitt
Animation: Alex Wood, Chirstina Locopo, Jason Reginato
Additional Camera: Katie Brigham, Sydney Boyo, Andrew Evers
Editorial Support: Tala Hadavi
Additional Footage: ASML, Getty Images, Nvidia, Samsung, TSMC
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The Untold Story Of Samsung’s Growing Chip Business

[@Pau_Pau9]

I like what VP of Samsung said: "We do not settle to be.. number 2" 😅

[@jtgd]

“How many chips do you put out” “A Lot” *Shareholders applaud*

[@AlanTheBeast100]

He could have said: "A bazillion" but then he'd have to issue a safe-harbour statement.

[@tooltalk]

Perhaps too many at this moment? Samsung has more than 1/2 year worth of unsold memory chips in warehouse.

[@TracksideViews]

Samsung isn’t publicly traded in the US stock exchange

[@AlanTheBeast100]

@@TracksideViews I was making a joke. Reality was suspended.

[@user-vb2oc5gs7t]

ZZZZZZZZZZZZZZ 이게 미국식 조크인가 개웃기네

[@tigerjonn]

Samsung seems to have studied the failures of Sony very well and its taking steps in exact opposite of what Sony did. Sony relied that their own superior technology, quality and design will last forever and did not diversify into other technologies. While Samsung's key is basically diversify into everything possible. Samsung will pour money into technologies that will fail just to make sure there isn't anything more there. The loss in funds is nothing compared to losing the next technological advancement that will power the next generation of electronics... Samsung has a much better and solid grip on technology than Sony ever did...

[@Ukit50]

After 1986, the American market share curve is a deadly death, which has been around 20%. Intel lost to Japan. Enterprises, the ultimate abandonment of semiconductor storage business, into the field of microprocessors, then, which 70% of the huge market has entered the stomach? The answer is South Korea. In Japan before and after the United States fat 1986, South Korea DRA M started the machine, but the volume is like a toddler baby, and there is no sense in the global semiconductor chip industry. Compared with Japan, the Korean semiconductor chip company represented by Samsung is completely 360-degree dead chicken: fundamentally If you can’t get into the high-end market dominated by the Japanese, you can only eat at low prices in the low-end market. In terms of market size, the two are the difference between ants and elephants. But Samsung knows that all trade friction problems belong to politics. In the field of economics, he took the opportunity to overturn the Japanese elephant. Li Jianxi seized the excellent opportunity of Japan and the United States to carry out the chip war, led Samsung Semiconductor to successfully counter the upper 1990s, Samsung faced the US-sponsored anti-dumping lawsuit, but its head Li Jianxi Cleverly use the opportunity of Americans to suppress the Japanese semiconductor industry, and send a strong public relations team to lobby the Clinton administration: “If Samsung can’t manufacture chips normally, the trend of Japanese companies occupying the market will become more obvious. The reduction of competitors will further increase the purchase of American companies. The price of the chip will be even more disadvantageous for US companies. “Then, the Americans only charge 0.74% of anti-dumping duties to Samsung, and the highest in Japan are charged 100% of anti-dumping duties. This kind of operation is simply too lazy to install. Samsung holds the thigh of the United States, which is equivalent to giving it from behind.” Japan has a knife, let Japan completely out. The key to winning the game If there is no Samsung to fill the knife, Japanese semiconductor chips still have the hope of getting out of the predicament. The Americans used the “US-Japan Semiconductor Agreement” to bind the Japanese and waved anti-dumping sticks to be fat, but Japan’s semiconductor memory chip industry is only suffering from skin injuries, because more than 70% of Silicon Valley companies have withdrawn from the semiconductor memory chip industry, the market is still firmly in the hands of the Japanese, and in the past, it is a group of Toyo heroes, after all, in the global semiconductor chip In the industrial chain, Japan is still an irreplaceable force. After Samsung joined the battle group and took the initiative to stand in the United States, the Japanese who are difficult to replace suddenly became dispensable, and the Koreans became the new favorite. Then, Samsung’s DRAM The two-way data selection scheme was approved by the American Semiconductor Standardization Committee to become a microprocessor compatible In terms of memory, Japan was excluded. In this way, Samsung successfully took the microprocessor-driven PC era express train and was ahead of Japanese companies. Japan’s lost semiconductor chip share almost entered the mouth of a Korean-led company from above. In the DRAM share chart, Japan’s share is falling, and South Korea’s is a steep rising curve. A pair of two lines form a huge pair of scissors, which cuts off the future of Japanese semiconductor chips. Even if the Japanese government intensively introduced the semiconductor industry support policy and invested a lot of money, but it was unable to return to the sky, the fate of the Japanese semiconductor chip out was fixed. After the Toshiba semiconductor plug-in was sold, it marked that the Japanese semiconductor chip was completely out until today. “Then, the Americans only charge 0.74% of anti-dumping duties to Samsung, and the highest in Japan are charged 100% of anti-dumping duties. After Samsung joined the battle group and took the initiative to stand in the United States, the Japanese who are difficult to replace suddenly became dispensable, and the Koreans became the new favorite. Then, Samsung’s DRAM The two-way data selection scheme was approved by the American Semiconductor Standardization Committee to become a microprocessor compatible In terms of memory, Japan was excluded. In this way, Samsung successfully took the microprocessor-driven PC era express train and was ahead of Japanese companies.

[@salaadino]

Is unbelievable that Samsung built the tallest building in the world

[@FBISHOJI]

​@@salaadinoSamsung is everywhere

[@cinpeace353]

US contained the Japan industry, now raised the South Korea and Taiwan. US is still behind. Have to improve yourself. Only contain others doesn't work.

[@Ukit50]

@@cinpeace353 In just over 30 years, few people have remembered the chip war that broke out between Japan and the United States. In this battle, the Japanese lost their money, occupying nearly 80% of the world’s DRAM (commonly known as computer memory) share from the peak, and fell to zero now. This chip war perfectly explains what is called international political economy. Adam Smith’s theory of free market competition is just a beautiful fairy tale in the big country industry PK. The first five years of the 1980s were the highlights of Japanese semiconductor chip companies. In the semiconductor storage field, Intel and AMD and other technology startups in Silicon Valley were chased by the Japanese, and then they were overtaken and driven away from the throne. The semiconductor chip field (which was mainly dominated by semiconductor storage at the time) became the back garden of Japanese companies. American technology companies have lost their models. The development model of Silicon Valley is to invest capital into startups through venture capital. After the startups receive financial support, they will continue to acquire technological innovations to gain market, enhance the company’s valuation, and then go public, and venture capital will sell stocks to profit. This model is market-oriented, efficient, but small in size, and it is difficult to integrate resources between companies. After all, everyone is a competitor in the pan. Kyushu Island is known as Japan’s “Silicon Island”. It has concentrated on Japan’s vast majority of semiconductor chip companies. The Japanese play is very different: concentrate on doing big things. In 1974, the Japanese government approved the “Very Large Scale Integrated Circuit (commonly known as Semiconductor Chip)” program, setting the goal of catching up with US integrated circuit technology. Subsequently, the Ministry of International Trade and Industry of Japan organized Hitachi, NEC, Fujitsu, Mitsubishi and Toshiba to integrate the talent resources of Japanese production, research and research semiconductors, break down corporate barriers, enable enterprises to collaborate and improve the technical level of Japanese semiconductor chips. Japan’s plan has also died a little bit, and companies have been wary of each other and demolition of each other. The government’s promised funds have been delayed. At the crucial moment, the founder of Japanese semiconductor research, Tsujii Yasuo, stood up. He used his prestige to knead the various participants. The statement of Mr. Sakai is simple and clear: Only by working together can we change the backwardness of Japan’s chip-based technology. When the research results come out, each company will conduct product research and development. Only in this way can we reverse the dilemma of Japanese companies fighting alone in international competition. The Americans were frightened by the plan for four years, and Japan obtained thousands of patents, which suddenly narrowed the technological gap with the United States. Then, the Japanese government introduced measures such as loans and tax incentives, and companies such as Hitachi, NEC, and Fujitsu were strong and strong enough. A modern semiconductor memory chip manufacturing plant has emerged in Japan. As the production line runs day and night, the Japanese launched a saturation attack. The American nightmare begins. In 1980, Japan captured 30% of the semiconductor memory market. Five years later, Japan’s share exceeded 50%, and the United States was left behind. Silicon Valley’s high-tech companies can’t stand the market share, and they continue to send people over the Pacific to Japan to scout, which makes people feel desperate. Andy Grove, then Intel’s production director, said with dismay: “The people who came back from Japan have described the situation very seriously.” If Grove went to Japan, he would be scared: a Japanese company. An entire building was used for storage chip development. The first floor staff developed 16KB capacity, the second floor staff developed 64KB, and the third floor staff developed 256KB. The Japanese rhythm of research and development is simply the legendary three arrows, so that Silicon Valley companies accustomed to one-handedly playing the knife have no power. What makes Americans feel suffocated is that Japan’s memory chips are not only large, but also of good quality. In the 1980s, the American Semiconductor Association conducted quality tests on memory chips in the United States and Japan, hoping to find the weaknesses of their rivals, and found that the highest quality memory chips in the United States were worse than the worst quality in Japan. Moreover, the Japanese also patted their chests to assure customers that the Japanese memory chip guarantees quality for 25 years! Intel almost stunned the Japanese under the aggressive attack, the American chip company was defeated, and the financial data was like melting ice cream, a mess.In 1981, AMD’s net profit fell by 2/3, National Semiconductor lost $11 million, and earned $52 million in the previous year. In the second year, Intel was forced to lay off 2,000 employees. The Japanese continued to expand their battles. The Americans continued to mourn. In 1985, Intel surrendered and announced its withdrawal from the DRAM storage business. This war caused it to lose $173 million, the first loss since its listing. At Intel’s most critical moment, if IBM did not help, and bought 12% of its bonds to guarantee cash flow, the chip giant is likely to close down or be acquired, and the history of the US information industry may be rewritten. Intel founder Robert Noyce (left) and other Silicon Valley companies set up SIA, the goal is to deal with the competition of Japanese semiconductor companies Intel founder Robert Noyes lamented the United States into the process of “imperial decline.” He asserted that if this situation continues, Silicon Valley will become a ruin. What makes Americans intolerable is that Fujitsu intends to acquire an 80% stake in Fairchild Semiconductor. Fairchild Semiconductor is the living fossil of Silicon Valley, as the founders of most of Silicon Valley’s technology companies (including Intel and AMD) were once employees of Fairchild Semiconductor. In the minds of Silicon Valley people, the existence of Fairchild Semiconductors, and now the Japanese have to buy their “God”, is this not a shame? One American newspaper wrote in the report: “This transaction tells us through a message that we are already lagging behind. What is important is how we should respond to this.” Fairchild Semiconductor has a sacred position in the hearts of Silicon Valley people. Formerly, the Silicon Valley technology company established the Semiconductor Industry Association (SIA) to deal with the Japanese attack. After several years of lobbying, the results were as follows: the capital income tax rate was reduced from 49% to 28%, and the pension was pushed into the venture capital field. But the government is reluctant to come forward to help. Bitter until June 1985, SIA finally concocted a view that made Washington not calm, and turned the situation in one fell swoop. The magic logic reverses the situation. SIA’s view is that the weakening of the US semiconductor industry will bring significant risks to national security. Is Japan not an ally of the United States? The rise of Japanese semiconductors, the decline of American semiconductors, and the game of watching the left pocket and the right pocket, how can it threaten the national security of the United States? The logical chain of SIA is this: because super-weapon technology is inseparable from super-electronic technology, super-electronic technology is inseparable from the latest semiconductor technology (this is no problem); if the US semiconductor technology is backward, the US military will be forced to The use of foreign products on key electronic components, including Japanese goods (somewhat meaning); foreign sources are unreliable, the United States will be out of stock during the war, and will be supplied to the US rivals in the non-war period (Japanese see here, it is estimated to cry Therefore, the United States let Japan dominate the semiconductor chip field, it is equal to the sacrifice of national security

[@MarcSpctr]

as an Indian, Samsung is such a trusted company here since decades in Consumer Electronics. From Ovens, to Washing Machines, to TVs, to Refrigerators, to Mobile phones. Their service is very prompt too. Sometimes it can be a little expensive but any Indian who is going out to look for an electronic product will first go get a look at Samsung products to know what they want and then go to others like LG, Sony, etc to compare, but Samsung is always prefered. It's like you got a Samsung, no more worries. While with servicing of other brands, parts availability is always an issue, Samsung parts are always available and in most cases they will come to your home to fix stuff as well.

[@pinochioo5678]

ok pani puri

[@LittleDraco]

Don't read 90% of Indian comments on GSM arena. Majority of them hate Samsung smartphones and prefer all other brands over them. Don't look in 90% of Tech youtube videos where majority of Indian top tier tech youtubers basically average out Samsung as mediocore and prefer other brands. Don't know which Indians you know but all Tech Savy and Intelectual Indians basically are neutral to even hate Samsung.

[@gao1812]

Love my Samsung phone, tablet, watch, earbuds and two TVs ❤ Excellent quality products, they don't break easily. One my Samsung TVs is 13 years old and works perfectly!!!

[@Dongzzzzzz]

If Samsung beats TSMC with regards to efficiency and performance then that's the moment they will undeniably have a monopoly.

[@vervetech9395]

Monopoly is bad

[@Dongzzzzzz]

@@vervetech9395 it is

[@eadruna]

This is a top quality content! I'm glad that been a fan of Samsung for the last 17 years from using the air conditioning to phones. They really last a long time.

[@leejuicy]

This has got to be a bot right..?

[@troosimimimmi]

@@leejuicysamsung actually fixes problems within one year. others take more time

[@dannnsss8034]

Still using my S9...

[@antihypocrisy8978]

You should buy American instead of Asian. Shame on you.

[@icetrip2417]

I love it ❤

[@lukeben1596]

Jobs will pay your bills business will make you rich but investment makes and you keep you wealthy the future is inevitable

[@claresmithy4667]

Assets that can make you rich Bitcoin Stocks Real estate

[@maxiecharles2842]

​@@claresmithy4667You're right, it's obvious a lot of people remain poor due to ignorance

[@samanthadonaldson2246]

I'm looking for something to venture into on a short term basis, I have about $6k sitting in my savings

[@jeremygood3246]

​@@samanthadonaldson2246I'm enjoying working under a platform that brings good return in my life and I've been making my weekly returns without stress all in crypto currency

[@jeremygood3246]

​@@samanthadonaldson2246Learn and trade under a guide I do same and I hardly make losses in the market

[@autumntriesthings]

“Where will that water come from in times of drought?” Abbott: “We’re working on that.” 💀

[@zumabbar]

hope it's not one of 'em famous last words....

[@Davethreshold]

CPU, Computer, Motherboard, Memory, and Graphics card technology have become INSANE. ~ In a GOOD way! GREAT video CNBC!

[@Shurikvav]

Love it! Great content. Thank you

[@AadhityaSrinivasaPanduRanganV]

Samsung makes Android alive in 2010s

[@drsnowmon]

Yeah seriously, Apple at that time was killing every competition out there until Samsung showed up

[@MrGriff305]

Never understood why this company isn't worth more. They make top tier smartphones, TVs, and now even chips among other things. They have the best screen tech in the world (sold to Apple)

[@seouliteinmumbai7955]

We call it 'Korea discount '. It refers to the market devaluation on Korean companies due to the potential security risk from North Korea as technically we are still st war. Perhaps if Samsung was an US or UK company, it would value way higher IMO.

[@alles_klar]

​@@seouliteinmumbai7955 The "Korea discount" is more than the risk from NK, it also includes the significant amounts of corruption and opaque dealings associated with chaebols - which in Samsung's case is very much warranted.

[@ilililili1i1il40]

You know what? In South Korea, Samsung Biologics also produces new medicine such as COVID19 vaccine, anti cacer drugs. I think Samsung Biologics will going to be as big as Samsung Electronics in a few decades.

[@yougetaspear7799]

The other way you mercenary or else how will those leftout gonna get in then

[@yougetaspear7799]

​@@seouliteinmumbai7955i thought the won won or wining

[@KevinSmith-qi5yn]

South Korea tends to cultivate these vertically integrated companies. Samsung, LG, Hyundai.

[@prashanthb6521]

"Vertically integrated" 😂The other name for it is Chaebols.

[@troosimimimmi]

@@prashanthb6521 chaebul means family run. vertical means parent company owns the lower company. totally different.

[@jsslgn]

​@@troosimimimmi chaebol's meaning has changed to somewhat synonymous to a conglomerate run by families that are way too influential beyond business, talk about politics.

[@Hello-oe7wg]

​@@jsslgnhe is talking about economical term and you are talking about political term

[@igbatious]

how did the editor allow the narration volume level to be so much lower than the rest of the video?

[@RossMalagarie]

They must have used to edit volumes for action movies. You know how you can barely hear when people talk in a movie then the action is eat bleedingly loud. Yeah now they edit volumes for NBC doc videos

[@ambition112]

0:31: 💡 Samsung is a globally recognized brand known for its devices and memory chips, but it is now focusing on dominating the chip-making industry in the US. 3:24: 💡 Samsung, a South Korean tech giant, has become a global leader in consumer electronics and memory chips. 6:55: 📈 Samsung is expanding its chip production in the US due to customer demand and geopolitical risks in Taiwan. 9:39: 💡 The U.S. aims to increase chip production by offering incentives to companies like Samsung, but faces challenges with higher construction costs, water availability, and electricity reliability. 12:37: 📈 Samsung aims to triple its capacity and develop industry-leading chips, challenging its main competitor TSMC. 15:28: 🔧 Samsung is expanding its chip manufacturing outside of Asia and focusing on advanced chips, including AI chips, while also continuing production of legacy chips. Recap by Tammy AI

[@gao1812]

Is the Samsung Conglomerate perfect? No. But no company is. Samsung has been working hard to improve themselves and deserve all their success.

[@nathanolson3135]

Easy to succeed if the USA is behind you , the push of South Korea and Taiwan it was all to contain Japan . No one ever ask where do these South Korea tech companies get their raw materials from .

[@Songer80]

I live in South Korea and I have never heard any South Korean call it the Republic of Samsung.

[@jillthompson6110]

The problem with Samsung's fabrication division is this. They are the victims of their own success. Samsung designs and makes logic chips that compete with Apple, Intel, Qualcomm, etc which makes Samsung untrusted by their customers (who are also Samsung competitors). If Samsung wants to be number one in fabrication, they need to spin off its fabrication industry and make them unrelated to the Samsung group. Otherwise, customers will continue to favor TSMC because TSMC doesn't compete with its own customers.

[@powerupyo]

You just described why TSMC will fail. Every country in the world right now is trying to have domestic chip manufacturing. This will ultimately lead to companies producing their own chips in-house domestically or to partner with another domestic company to do so. Apple and Qualcomm will drop TSMC for Intel given the chips act and this will destroy TSMC. Europe also wants to develop their own chips in Europe. Samsung already produces its own chips and domestic demand is high enough that they can survive even with the global protectionism going on. taiwanese domestic demand is nowhere high enough and TSMC will either have to move to the US or just lose 90% of their market share.

[@estiennetaylor1260]

@@powerupyo Actually no. Being independent from merika influence is key to any tech survival. Samsung and TSMC is falling for merika's trap of stealing talents away for their own short term gains.

[@maartilium]

​@@estiennetaylor1260better than falling for the ccp

[@estiennetaylor1260]

@maartilium In your dreams.

[@kiprotichsalat2460]

Lol you think a TSMC can just be easily replicated because of a CHIPS act

[@ljacobs357]

Best company around today. Enjoy their products.

[@icetrip2417]

Fr man ❤

[@ModiAdams]

Such an informative video, i would be truly thankful if anyone would just mention the name of such a nice soundtrack that started at this time 10:15 .. Many thanks in advance. Have a good day!

[@sapphyrus]

Memory chips are required in massive amounts for AI models and calculations, it's not just logic chips that's required. If anything, there's a high capacity memory module shortage in the industry as demonstrated by Nvidia GPUs getting slammed by reviewers and customers for still having memory capacity standards of 5 years ago. Demand dropped for old memory modules, not new, higher capacity ones.

[@TomiwaAdegbola]

With increasing connectivity speed (5G), AI modules can access memory instantenously in the cloud, I would think that on device chips needed will be more of logic rather than memory. cloud and faster connectivity is a major reason demand for memory chips is slowing down.

[@sapphyrus]

@@TomiwaAdegbola There’s no ‘instantaneous access’ to the cloud or any magic like that. AI needs as fast access as cutting edge technology allows on the same board, even on same chip to work real-time. Storage =/= memory

[@rudysal1429]

​@sapphyrus Nvidia is getting blasted by reviews because they limited their memory on their middle to lower cards to be cheap. There isn't a shortage of memory as other mfg have added plenty of memory to their cards. Problem is they put 8gb on even their slightly higher than middle cards that should be able to play games at give resolutions but can't as games at higher resolutions use more memory. They limited themselves and deserve every criticism they are getting. Samsung also has huge advantages over the US as the company as a whole is a monopoly and controls a good amount of govt. That is what SK did to achieve where they are now, let companies monopolize and grow with no competition.

[@jonathanjones7751]

It is not scientifically possible to have off premises ram. Unless we can exceed the speed of light. Silicon photonics is a great tech on prem for node to node communication and maybe one day we can have JBOD type arrays for ram that actually do stuff but the real moneys in cache. That’s why you see AMD with 3D V-cache and intel with Adamantine and on die HBM in their meteor lake (coming soon) and SPR parts

[@abhinavkumar7778]

Narrator's voice is calm and soothing ❤❤

[@pauldannelachica2388]

Samsung are very dominant in electronic product. Also the Vanguard of US defense industry hopefully Western democratic nations keep supporting the brand

[@michaellim4165]

Samsung's Semiconductor business plan is to invest when others are NOT investing. Cheaper materials, and labor brought by reduced demand for such infrastructure. But when the economy roars back to its expansion phase, that is when, due to economies of scale and the prior investment in expansion, they reap the fruits that they've sowed, increasing margins drastically while their competitors are hurting.

[@anatoliyponomarev161]

Your work with indicators are really impressive

[@firefalcoln]

I find it hysterical to learn that a major technical companies could get its start trading fruits, vegetables and fish. 😂 Mazda similarly got its start making corks which seems crazy and completely different from how they make their money today. Although at least from the start unlike Samsung, they were a manufacturer.

[@tooltalk]

>> I find it hysterical to learn that a major technical companies could get its start trading fruits, vegetables and fish.

[@scorproy123]

Excellent documentary. Detailed.

[@PAVEL--JAKL]

Watching this on S23 Ultra..👌

[@AS-yf4jr]

Can you imagine a company that is valued with a market cap of 500 billion dollars, makes nearly 300 billion in revenue. Tf.

[@user-ze5jk8kz6q]

Just working for Wall Street

[@icetrip2417]

Fr it should be worth 2T

[@user-qn7dy4sp4k]

The only reason for that is because samsung is listed on Korean stock market. If it was in NASDAQ, it would at least be 1T for sure.

[@BofaDee33]

It's pronounced H- Ah- N Coo- Uk. I was there when Samsung broke ground on that new complex in Pyeong Taek. It is absolutely massive and employees like 80k construction workers.

[@rolandalfonso6954]

This was great journalism! Well done!, start to finish! As an aside, I was in awe of the people that design and make this stuff! Nutz.

[@farahnurow4367]

High quality content!

[@laylaa3948]

Thanks for the great journalism

[@Sp7ce]

I have high hopes for this platform

[@tonytineo9453]

Love samsung, this video is very informative

[@csg-cutesmilegooner1690]

I love Samsung ❤️ ❤️❤️❤️

[@JohnLee-db9zt]

Love me. I’m lonely. 😞

[@ASK3L-ETERNAL]

Samsung needs it's own OS on all of thier devices

[@andrw90210]

Am I the only one who thinks the narrator has a very engaging voice you just wanna listen and pay attention to the entire video.

[@pjacobsen1000]

Much better than the narrator at WSJ's 'Tech News Update' who sounds like a real Valley Girl.

[@prashanthb6521]

Your mind is playing tricks on you. This is how men start and then end up loosing half their assets 😂

[@jadu30]

But Qualcomm stopped their Snapdragon Gen 8 SoC series, chips manufacturered by samsung because of throttling and overheating problem. They switch to TSMC.

[@AS-yf4jr]

Yes because tsmc got the new EUV Samsung will start using them from this year onwards. Samsung had no place to put them

[@osvalreyes566]

Let's goo this high quality content 👏 ❤

[@mav7079]

With buyers' inventory starting to dry up and suppliers' output diminishing proactively, memory chip makers look to flourish sooner than people think. Nvidia and Amd need hbm from either hynix or samsung in making their AI chips. Two biggest hbm makers' market shares are to mount over time.

[@kstessel1]

Amazing! And great for Texas.

[@ramaanomuravha8575]

Great content

[@icetrip2417]

My favourite brand ❤

[@IanKane]

"A lot"😂

[@martingo2680]

Dude had one job.. One question😂

[@shamimahmed4758]

Informative thanks 👍

[@stacy532]

I'm currently using a Samsung so I'm part of the chart lol

[@toolstechgadgets]

same

[@AlanTheBeast100]

I doubt that there is a home in the modern world that doesn't have something Samsung in it - whether the home owner knows it or not.

[@toolstechgadgets]

@@AlanTheBeast100 when it comes to the revenue in electronics and technology, Samsung is almost 10 times of Apple

[@AlanTheBeast100]

@@toolstechgadgets Don't think so. SS's 2022 revenue was about $233B where Apl was $385B. But - what is more important - is that Apple's net revenue dwarfs everyone else - their margins are tremendous. Memory (and other components) that Samsung make are commodities with a low margin in a competitive market. SS flagship phones make good margins, but most of the their phone clients buy low to middle end phones in a fiercely competitive landscape (low margins). This is why the market cap of Apple dwarfs SS (Apple near $3,000B v. $327B for SS). (To be clear I'm citing SS electronics and not other SS corporations).

[@JigilJigil]

@@toolstechgadgetsWhat are you speaking about!!!! Apple revenue is close to $400 billion while Samsung is close to $250 billion.

[@user-qq1ms5hc9o]

High quality content!. Best company around today. Enjoy their products..

[@investor_mazi]

Imagine watching this and being served a Samsung Neo Ad by KZbin 😅. Nevertheless, I have always been a Samsung fan, so it's not a problem anyway 😊

[@joseorozco1383]

@6:09 Foundry shift in focus

[@publicspeaker4009]

Samsung makes tractors… that’s the most shocking thing to me

[@firewatermoonsun]

Samsung is in the world's top 3 shipbuilders, and one of the korean largest construction companies.

[@ogone1465]

The make weapons

[@Davethreshold]

I KNOW! LOL When I saw all the big gear that they also make, I freaked!

[@salaadino]

They built the tallest building in the world

[@drsnowmon]

Samsung makes robot machine guns too

[@ytn00b3]

You need electric power & fresh water and South Korea got plenty of these with very skilled workers, and their electricity and water bills are far cheaper, and they have all the working partners nearby in same area.

[@mjfreespirit]

Go Samsung Go!!!

[@shutthedoor2052]

i love samsung products. i have phone, tv, pc monitor, fridge, washing machine

[@kcpkcp1000]

Interesting video.

[@benjaminnadeau7305]

Had 3 iPhones then switched, I'll never go back

[@nicolodondiego3290]

One thing I like from samsung is their advanced TV

[@nowherebrain]

cut down the production on memory chips...to keep the prices high....not as high as before, but when you consider they get @ a 200% markup of those modules, then you start to see what all these fabs do...tsmc is not better...

[@_Aeon_]

Only if Samsung can improve its 3nm yield, or it will continue to fall behind TSMC.

[@_Aeon_]

@@user-tt8bu9oc6c Let's see its volume!

[@brennendupere1219]

I used to love Samsung products and swear by them. It seems like quality has dipped across the board though. I’ve had issues with my Samsung phones and appliances. I hope they can focus on getting their quality back to being solid again.

[@enadegheeghaghe6369]

That's just an anecdote. I haven't noticed any changr in quality

[@thatsawesome2060]

​​@@enadegheeghaghe6369 bought Samsung washing machine in 2008 and give it to my brother in 2012 because I get job somewhere else, and buy new Samsung washing machine in 2012 that broken at after about 2 year which make me buying Panasonic model (still using it now). And what funny today that Washing machine I give to my brother that I bought in 2008 still working to this day.

[@georgen9755]

samsung is the best don't settle down for the second ..... ........... Samsung mobiles are envied by everyone ....... This is lava ............... . check out more on lava ..... .. literally ..............name change for obvious rivals who stole an ordinary Nokia mobile .......which didn't have features like Skype .......but the chip in Nokia ......was brand ....chip that ......has ......tracked ........which outsmarted ........lava ............... ..........connected via .............metro .........train .....big story .........we are ordinary folks we can't complain ....... 8148812292

[@mspsys]

@@thatsawesome2060 Due to change in regulation (tax law), Samsung and LG had to start manufacturing appliances (washing machine also) in the US. Almost all Samsung washing machines and dryers are manufactured in Newberry, South Carolina now. As a result, Samsung appliances, especially washing machines & dryers, aren't as trustworthy as they used to be.

[@bangmo7]

Geoffrey Cain. "they're run by a convicted criminal."(13:53) It is very easy to stigmatize a wealthy guy with a seemingly 'objective fact'. He is grossly wrong. I am a convict. I happened to serve my term in the same jail where Lee served, at around same time. I was convicted for hurting a policeman seriously. In the court, he, as the victim/witness, was found lying. His own carelessness brought the injury. Still the court sentenced me on the ground that I should have considered the possibility of his wrong judgement. And the public attorney did not prosecute the policeman for perjury. It was when the leftist pro-China government was swaying an absolute power, in the summer of 2017. The incident happened when I organized a protest against the impeachment of President Park. Just after the impeachment, in the early spring of 2017. On the surface, I look like a felon. But in essence, I was a political convict. Now, if I run a successful company Cain would say "it is run by a violent felon". Korea is not one country. It is undergoing a virtual civil war. The last government, the pro-China one, tried very hard to plug into Russian gas in the Far East with the pipeline running through North Korea. It even tried to construct a under-sea electric power grid to China. It canceled all the nuclear powerplant projects and many experts migrated to China. They were the world best, since Korean nuclear power plant tech is the world best. I suspect the last government strangulated the nuclear power plant industry intentionally so that Korean technology moved to China. The same with Samsung. Lee’s close relatives have very close ties with China. For example, his mother’s brother set up a 400 million USD foundation. The money came from a Korean company which had made big profits by selling furniture to big Chinese real estate developers . The foundation’s name is ‘Marching with the Zeitgeist’ which is the motto of the CCP (與時具進). The general secretary of the foundation is a prominent politician of the Democratic Party, which signed a partnership with CCP’s Central Party Member Education Center(中國共産黨中央黨校). The Center is the organizing hub for the party elites. The president is either the head of the party and the state, or the head-to-be, or the agent of the current head. Xi was the president. Hu Jin Tao, Hua Guo Feng, and Mao were the presidents of the center. I suspect some of Lee’s close relatives wanted to grip the governance of Samsung with Chinese support. So my theory is that the leftist government locked up Lee and put pressure on him to release it. What was he convicted for? For letting Asian Game horse riding medalist ride horses bought by Samsung. (Samsung has sponsored hose riding for decades!) And for giving money to the Association of Business’(전경련) to set up a modest culture/sports foundation which President Park wanted to be set up. The leftist court argued that this is the ‘bribe’. And what Lee got in exchange? The leftist court ruled Lee got the favorable stockholder’s voting by the Public Pension Fund, for Lee’s Samsung governance against a hostile US hedge fund’s try to take over. And to whom Lee gave his ‘bribe’? The court argued ‘to President Park’. The problem is that Lee or anyone working for him did not mention anything about the voting, to President Park. Neither the President ordered how to vote to the Public Pension Fund. The court ruled that “the situation itself is the communication”. If Lee had given up in jail, Samsung would have become a Chinese company by now. It is very convenient to call a human being ‘a convicted criminal’. We all are prone to the most despicable self-righteousness.

[@jin7260]

와 ㅋㅋㅋㅋ 뱅모가 여기 댓글다네 ㅋㅋㅋ

[@antiwalk]

Some convicted criminals are just that - convicted criminals. Your writing clearly shows your political bias. You would certainly not be saying the same and appealing for sympathy for the person if they promoted "leftist" views or was a "leftist" politician - then you would simply label him as a convicted criminal after all. Not to mention people like George Floyd, whose support is divided clearly on political divisions. It is very convenient to call a human being a 'convicted criminal'. We are all prone to the most despicable self-righteousness. But this sense of righteousness is what distinguishes humans from the rest.

[@antiwalk]

By the way, not in any way saying that the judgement handed down to you was fair, from what you wrote.

[@drixhernandez7449]

Why texas instruments not include in top 3 semiconductor company?

[@Techaktien]

I have a Samsung Smartphone, Smart TV, Printer and Notebook. All work fine.

[@MonaChaalidarealaccountn-ky7yv]

good

[@tokushow]

That intro was fancy.

[@SirSmikle]

Most iPhone users need to watch this, don't know why most of them are ignorant to the influence of Samsung and it's greatness.

[@PeterBryn]

This is an interesting video but skipping over Samsung Heavy Industry's history in shipbuilding is a massive miss. That remains a significant business line and is one of the largest shipyards worldwide.

[@MDGame777]

Apple: so what makes you better than me? Samsung: bru we make fridge...

[@courtlaw1]

Really, I am finding computer component prices to be fairly decent these days....except GPU's, High end GPU's cost more than a laptop/desktop.

[@deileewinwin2089]

Samsung💙💯

[@vietfrost]

Which companies are going to go to Samsung with their leading chip design to have them manufactured? Not companies with competing products like Apple, Qualcomm, etc no? That's why Samsung won't take TSMC position.

[@richarddeguzman1856]

Watching on my Samsung S9+ right now. 😂

[@icetrip2417]

Yessir

[@gf401]

If you don't like something China..Samsung could be the best choice..

[@Dereyter]

Mega technologies and electronic development.

[@emkeicastillo8430]

An inteligent mind with creative imagination and free to inovate in a free world , + his work is rewarded , this is the result of democratic enviroment , the fruit of your hard work is rewarded

[@J20666]

It seems that Japan lost itself during the transition from analogue to digital era. The big Japanese name, such as Toshiba, Fujitsu, Pioneer, Sanyo, Panasonic, Sony more or less faded away. The Japanese companies only partially digitized their product, such add a digital display to their products and stopped evolving. Apple and Samsung are the leaders of the digital era. The core is the personal computer and Internet which were both invented by the US. computers evolved from initially as big as a house to a desktop PC, to a laptop, to a iPad, and now to a smartphone. The size of a computer become smaller and smaller. I bet the PCs will further evolve to smaller size, maybe one day it will evolve to the size of a medical capsule working in human's body. The Japanese is too close, this is the reason their mobile phone failed as they only aims in Japanese market. Only being open minded and opened to the world can make you stronger.

[@ryanreedgibson]

Toshiba and Fujitsu make the lithography machines that ALL these chip fabs use.

[@mspsys]

Pioneer, Sanyo, Panasonic, and Sony. These brands were absolutely awesome in the 80's!!

[@pbice]

USA: TSMC is no.1? We want it! Samsung is no.2? We want it too! Let them move factories to the US! Why? It's national security!

[@troosimimimmi]

intel is building new factory too

[@user-sn1bp8eg8e]

the new untold story : Samsung estimates profits plunged 96% in the second quarter

[@NaaRavelrockzn]

how many chips are you producing every year? A LOTTTTTT

[@DragonKingGaav]

Katie is beyond beautiful!!!

[@L34K5.]

What's interesting that Samsung does innovation but not Apple. They use too, not anymore. I am amazed Samsung broke the law physics of folding glass.

[@ualrdyknowaitiz]

0:11 daaaaaaaaaaang

[@orientalcaesar]

It looks like the Iphone is working again with Motorola for the latest chip manufacturing. The polemic on solving the iPhone vs Samsung problem allegedly started in China, causing difficulties or obstacles in the legal process.

[@ShawnMiles-lw5ph]

I love those Samsung spicy chips 😂

[@aceking894]

They will never surpassed TSMC in Taiwan

[@dominicc1986]

Background music makes it sound like a scene from a disaster movie.

[@MonaChaalidarealaccountn-ky7yv]

I have a Samsung cellphone that is in an emergency situation and is almost completely dead. As a result of a brutal blow, but I discouraged myself from throwing it in the trash. If I have enough funds, I will repair it like a new item. Luckily, Samsung is praised in Here, I almost threw it in the trash. If it gets slammed or lost and changes hands, maybe Samsung's system will change again. I'll take care of it as much as I can so it doesn't die

[@cypa3458]

Hope this chip makeing materials won't run out

[@chairpants]

Anchor : How many chips are you pumping out everyday? Samsung Head : A lot 😏😏😏 Bruh are you for real?

[@Pasha8204]

Need 4k

[@lukelewkowicz2233]

Hard to envission reading an article about sumsung in about 1978 when it tried to build a first microwave . It apparently melted . Right off they bought a small company near New York which was a producer of microwave generators. The rest is history.

[@ER-sv1np]

Ment ดีน่าสนใจ

[@leyasep5919]

3:57 64 kilobits not kilobytes.

[@doriangrey4822]

Amazing! Chip war! Most of the resources used in the chip manufacturing are from Africa though.

[@david-reason]

FAB !

[@newbie8051]

1:02 bro what

[@netizencapet]

Unless you're the People's Republic of China, how do you plan to open 6 logic chip factories in South Korea in 2042 if it is now 2023? If the USG can't plan that far ahead and the PRC barely can, how can a company make that kind of commitment, which would require forecasting entire tech revolutions that might and will ocurr in that time frame? Answer: pretty words are easy to sell but deeds come pricey.

[@Abdullah-lr2qd]

I LOVE SAMSUNG MOBILE HUGELY AND VERY VERY MUCH INSHALLAH

[@iamkrishna17]

Eventhough I'm a samsung fanboi😅 their foundries cannot compete with tsmc. Chips produced in samsung foundries are marred with thermal throttling and high battery consumption.

[@dfpolitowski2]

I went back to apple. The iphone you just can't beat.