… These discussions with the EU will take place at a time when foundry capacity and overall semiconductor manufacturing capability are increasingly seen in geopolitical terms. …
… ASML's issues are related to the restrictions the Trump Administration has put on high-end semiconductor shipments to certain Chinese companies. When it became clear that Huawei was going to lose access to advanced nodes at TSMC, the foundry delayed a few of its EUV machine purchases. …
… What really sets Samsung's foundry business apart, however, is its operating profits. Semiconductor operations account for just 25% of Samsung's total revenue, but that division contains 46.5% of Samsung's operating profit. …
… Now Read : IBM Creates World’s First 2nm CPU Using Nanosheets Intel Wants $9.7B for European Fab, Will Invest $3.5B in New Mexico Foundry Taiwan Dismisses EU Effort to Build Leading Edge Semiconductor Capacity
… Inside a TSMC foundry facility. …
… Samsung's semiconductor business earned $2.5B in operating profits in 2014, with further gains expected throughout this year. Assuming it ships 14nm in volume, this will be the first time in more than a decade that a contract foundry other than TSMC has blazed the trail on a new process node. …