Johns: Samsung's consumer hardware division creates a foundry trust deficit versus TSMC
Brinton Johns · Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired · Nov 3, 2021 · at 1:17:37
Brinton Johns of NZS Capital compares TSMC's pure-play foundry model with Samsung's vertically integrated model.
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“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.”
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