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Samsung

includes Samsung Electronics

8 statements across 3 episodes · 5 bullish · 2 bearish · 5 people on the record · first statement Nov 3, 2021 by Brinton Johns · said 65 times in 11 episodes since 2021 · across every show →

Mentions by year, the whole family

brought up most by Ben Gilbert (21), David Rosenthal (20), Brinton Johns (11), Morris Chang (4), John Bathgate (4), David Senra (4), Brendan Eich (1)

tap a year for its mentions
0015330520212022202320242025episodesmentions
03520212022202320242025episodes it came up in
00132.525520212022202320242025episodesmentions per episode
2025 28 mentions in 3 episodes 9 per episode
2023 5 mentions in 2 episodes 3 per episode
2022 10 mentions in 5 episodes 2 per episode
2021 22 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Samsung, oldest first

Nov 3, 2021 bullish
Assertion Partly supported
Johns: Samsung controls 50% of DRAM and one-third of NAND market
“They have 50% of the market share in DRAM and about a third of the market share in NAND.”
Brinton Johns Nov 3, 2021 ▶ 1:15:29 Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired
Nov 3, 2021 positive
Assertion Partly supported
Bathgate: Intel, TSMC, and Samsung bought 25% of ASML to fund EUV
“Intel and TSMC and Samsung partnered and actually bought 25% of ASML to inject capital into ASML to develop EUV systems.”
John Bathgate Nov 3, 2021 ▶ 1:44:40 Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired
Nov 3, 2021 bearish
Insight
Johns: Samsung's consumer hardware division creates a foundry trust deficit versus TSMC
“Samsung is also doing logic, but it's, they have a different business model, right? They compete with their customers. So it's harder for their customers to trust them. Whereas TSMC doesn't have that conflict.”
Brinton Johns Nov 3, 2021 ▶ 1:17:37 Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired
Jan 21, 2025 neutral
Assertion Supported
Apple's early iPhones relied on off-the-shelf Samsung processors
“They weren't designing their own chips. They just used an off-the-shelf Samsung chip.”
Ben Gilbert Jan 21, 2025 ▶ 1:33:34 TSMC · Acquired
Jan 21, 2025 bullish
Prediction Didn’t hold up
Rosenthal: TSMC will likely be sole manufacturer at 3nm node
“So, very likely in the next process, it's just going to be TSMC.”
David Rosenthal Jan 21, 2025 ▶ 1:20:14 TSMC · Acquired
Jan 21, 2025 bullish
Assertion Supported
TSMC holds over 90% global market share in 5-nanometer chip manufacturing
“In the five nanometer, Samsung has like five, 10% market share, and TSMC has 90 plus percent.”
David Rosenthal Jan 21, 2025 ▶ 1:48:07 TSMC · Acquired
Jan 27, 2025 negative
Assertion Supported
Chang: Apple placed initial 16nm chip orders with Samsung over TSMC
“I mean, it was a real shock when I heard that Apple had placed their first orders of 16 with Samsung.”
Morris Chang Jan 27, 2025 ▶ 1:52:00 TSMC founder Morris Chang · Acquired
Jan 27, 2025 positive
Assertion Supported
Chang: TSMC launched 16nm six months later and won most Apple orders
“We developed, we had our own 16 about half a year later, and most of Apple's 60 nanometer requirements still belonged to us.”
Morris Chang Jan 27, 2025 ▶ 1:54:38 TSMC founder Morris Chang · Acquired
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