The Ledger
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Feldman proposes granting TSMC and Samsung 20-year exemptions from local US ordinances
“I would allow TSMC and Samsung both to a 20 year period free from all local and legal, local ordinances, all of them, to build fabs in their desired location in the US.”
Local fire ordinances delayed Samsung's Texas fab by up to 10 months
“Samsung built a fab in Texas, and they had to change the design of a fab because they had local fire ordinance. And the U.S. Government worked for years to get deployment of billions of dollars in taxes, and a local fire ordinance set them back eight months, 1…”
Feldman argues TSMC, ASML, and Samsung are effective semiconductor supply chain chokepoints
“I think the chip industry Requires you to go through TSMC, and TSMC requires you to go through ASML or Samsung. I think there are reasonable choke points to manage those challenges.”
Feldman: TSMC fab expansion speed bottlenecks global AI chip supply
“TSMC can't build fabs fast enough. I think the truth is, is that these are both for TSMC and Samsung. These fabs are the most amazing manufacturing plants on the planet. And, you know, these are 30,000,000,050 billion dollar factories. And the, their ability t…”
O'Driscoll: Samsung and SK Hynix comprise 60% of South Korea's stock market
“The two memory companies dominate the Korean stock market. They are, the two companies, Samsung and Hynix, are 60% of the stock market. And roughly a 120% of the GDP in terms of market cap.”
Jason Calacanis: Smartphone supply chain advances are driving drone convergence
“Drones, three-D printing, and virtual reality and machine learning and the on-demand economy, these, like, sort of trends are all starting to merge and sort of build off each other, and really build off the back of smartphones, whether it's the sensors in the …”
Smartphone wars created the low-cost component supply chain for consumer IoT
“Because of the smartphone wars, the war between Apple and Samsung and Google and Nokia and Blackberry, a lot of the components that you find in a... Everyone was trying to get a low-cost camera, low-cost accelerometers, low-cost Bluetooth chips and Wi-Fi chips…”