Samsung

includes Samsung Electronics

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Dec 23, 2024 by Dylan Patel · said 7 times in 2 episodes since 2024 · across every show →

Mentions by year, the whole family

brought up most by Dylan Patel (6), Bill Gurley (1)

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Everything said about Samsung, oldest first

Dec 23, 2024 bearish
Assertion Partly supported
Patel: Samsung holds almost zero share in HBM memory, especially at NVIDIA
“In HBM, Samsung has almost no share, right? Especially at NVIDIA”
Dylan Patel Dec 23, 2024 ▶ 1:03:16 AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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