Cisco Systems, Inc. Common Stock (DE)

SK Hynix Inc - GDR - 144A

Intel Corp

Micron Technology, Inc.

Qualcomm Inc

SAMSUNG ELECT LTD

Taiwan Semiconductor Manufacturing Company Ltd.

We talk about chip design, logic process technology woes, EUV, DRAM, and some major structural/cultural issues!
[https://semianalysis.substack.com/p/samsung-electronics-cultural-issues?s=w](https://semianalysis.substack.com/p/samsung-electronics-cultural-issues?s=w)
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Samsung Electronics has a culture problem that has shaken it to its core. Samsung is slipping on all aspects of technology development including the one area they have historically crushed all competitors, DRAM.

https://semianalysis.substack.com/p/samsung-electronics-cultural-issues?s=w

Samsung Electronics Cultural Issues Are Causing Disasters In Samsung Foundry, LSI, And Even DRAM Memory!

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Samsung Electronics Cultural Issues Are Causing Disasters In Samsung Foundry, LSI, And Even DRAM Memory

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