Industry related on topic, page-1221

  1. 292 Posts.
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    Would hate for a smaller player in the foundry business in Korea to get an advantage... DB HiTek anyone? Large companies come and go, those that rise take full advantage of any competitive advantage they can get their hands on. DB taking a chunk out of Samsung thanks to Weebit is old news. Once customers start voting with their feet, Samsung will come to the party. Last financials tell me that has started. If they don't, well that tells me they disagree with TSMC at the minimum. Time wont tell, time is ticking.

    imo
 
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