Ben Gilbert: evaluation

Transcript context

…Ah, parenting. Okay, well getting tactical here. On our episode, I think we did a little bit of a high gloss shine on the story and the current state of the market, especially with TSMC and Samsung. We basically equivocated them and said, they’re basically doing the same stuff. TSMC’s 1–2 years ahead. Obviously, Samsung has the whole consumer electronics division as well. Okay, that’s TSMC and Samsung, and that was probably too simplistic. One thing I was hoping from you guys today is helping us better understand who’s good at what between those two companies. Samsung is an amazing company. Probably not super well-understood, maybe like TSMC, and people know them for consumer electronics and phones, obviously. But yeah, 50% market share in DRAM and about a third of the market share in that. Of course, as we do compute we need more memory. We need a lot more DRAM, which is the fast memory on your phone or device or whatever. The queue stuffs up. It’s like a funnel. If you look at a funnel, you’ve got solid state or stuff sitting there and NAND flash moves into DRAM, then actually goes onto the chip with SRAM, which is really fast funnel, then it goes to the logic to get processed. Samsung is very good at making memory, and like I said, they have over half of the market share of DRAM, which is incredible. There are really only three major companies that are all the big DRAM—two in Korea and one’s Micron in the US. Then in flash, they’re big. They also have a decent foundry business. It’s about 17% of the total foundry pie, so not as big. But DRAM and NAND are easier to make than logic.…

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