Samsung is making insane money from the memory shortage, with operating profits projected to hit seventy-three billion dollars in a couple of years. That windfall is purely a market fluke, though, not a sign of the company outmaneuvering rivals. Analysts say they are actually lagging in key areas like high-bandwidth memory production, their wafer foundry operations, and mobile products.
An industry expert noted their foundry business needs serious work to challenge TSMC's dominance. Samsung has a roadmap, targeting profitability by 2027 and scoring deals with clients like Tesla. Their new two-nanometer gate-all-around process, which will make the Exynos 2600 chip, is a step forward even with initially modest yields. Still, they face internal issues, including a bribery probe linked to diverting scarce DRAM supplies. Catching up to the top foundry player is a long-term grind that will take years, not quarters.
An industry expert noted their foundry business needs serious work to challenge TSMC's dominance. Samsung has a roadmap, targeting profitability by 2027 and scoring deals with clients like Tesla. Their new two-nanometer gate-all-around process, which will make the Exynos 2600 chip, is a step forward even with initially modest yields. Still, they face internal issues, including a bribery probe linked to diverting scarce DRAM supplies. Catching up to the top foundry player is a long-term grind that will take years, not quarters.
