Former TSMC vice president Burn J Lin, best known for his pioneering work in immersion lithography, recently , shows optimism about the future of Taiwanese foundries.In an interview with a Taiwanese news media CNAsLin cites TSMC’s track record of success in battling competitors and believes the foundry will maintain its leadership in the industry.
South Korea’s Samsung poses the threat of having huge capital at its disposal, but Lin believes Samsung’s competitive relationship with customers will be a harmful weakness for Samsung’s foundry business. Lin said potential Samsung customers likely won’t trust Samsung when it comes to important products. In contrast, trust is an advantage he enjoys with TSMC. We do not compete with our customers and take steps to prevent exchanges between hundreds of customers.
in an interview with CNAs, Lin also drew attention to the fact that it’s not the first time Samsung has claimed the lead. Samsung claimed he reached 14nm when TSMC was still at 16nm. Both were used in his iPhones, but Samsung’s his 14nm chip caused thermal management issues. Similarly, Samsung also claimed that he was leading in 10nm technology, but in the end he said TSMC was the first to mass-produce his 10nm chips. “Samsung is going to hype it up a bit to get orders,” he said.
Lin, on the other hand, sees Inter as a different type of rival. For one thing, Intel’s corporate culture isn’t as strong as Samsung’s. Additionally, Intel experienced a period of talent drain as people with no engineering background took the lead. Lin believes this is the main reason Intel fell behind his TSMC. Furthermore, Lin noted that recent US actions are reminiscent of past efforts to counter the rise of Japan’s DRAM industry, suggesting that it will be difficult for the US to revive its chip manufacturing sector and that the future I observed that the urge to go to the US resorted to means of suppressing all competitors.
https://www.digitimes.com/news/a20220913VL209/intel-samsung-tsmc.html Former TSMC R&D chief shows optimism as Samsung and Intel heat up competition