TSMC CEO Mocks Samsung’s 10-Year Goals
TSMC CEO CC Wei criticized Samsung’s promises to catch up with TSMC within 10 years. Check out the details of the competition in the chip foundry section.
TSMC CEO CC Wei harshly criticized Samsung’s aim to capture the market leadership it has maintained for many years at a shareholder meeting held this week. The executive of TSMC, which maintains its dominance in the chip foundry segment, referring to its rival’s constant claim that they will catch up with them within 10 years, implying that these promises are far from reality. Emphasizing the undisputed leadership of the Taiwan-based giant in the sector, Wei stated that similar statements have been repeated over the years and that Samsung’s aim to surpass TSMC is just a statement. In this period when competition in the industry is intensifying, TSMC continues to have a great advantage over its rival with a market share of approximately 70%.
- TSMC has a large market share of 70% in the global foundry market.
- Despite years of heavy investments, Samsung can keep its market share at 7%.
- The increasing demand for artificial intelligence hardware has made TSMC’s advanced packaging technologies more critical.
The Realities of Competition Began to Be Discussed
Wei’s statements came at a time when the demand for artificial intelligence hardware is rapidly increasing around the world. Although both tech giants are investing billions of dollars in advanced node technologies, including 2nm manufacturing processes, market information shows a huge gap between the two companies.
TSMC is the number one choice of technology giants such as NVIDIA, not only with its transistor density but also with its advanced packaging solutions such as CoWoS.
TSMC’s success in the sector stems not only from technological superiority but also from perfect production discipline.
Sectoral Areas of Expertise Vary
It would be a big mistake to ignore Samsung’s power in the technology world. Especially in memory technologies and High Bandwidth Memory (HBM), the South Korean company continues to be among the leaders in the field. TSMC CEO CC Wei also does not hesitate to acknowledge Samsung’s expertise in this field.
However, the established business model requires a completely different production ecosystem and customer relations management.
Production Discipline Reveals the Difference
Stable efficiency rates and deep customer loyalty lie behind TSMC’s leadership over the years. This production ecosystem, built over years, is not a structure that Competitors can copy with short-term investments.
According to Wei, Samsung’s always setting new 10-year maturity dates is seen as merely a means of setting goals rather than solving the company’s core issues. TSMC treats technological progress not just as a goal but as a daily production reality.
The future of this competition in the industry will continue to be directly related to the developments in the world of artificial intelligence. Time will tell whether TSMC or Samsung will take a larger share in this race.
Do you think Samsung can really break TSMC’s absolute dominance in the foundry division? What do you think about this competition, share your comments with us.
