How Samsung Is Losing the Foundry Race to TSMC

Samsung's foundry business is struggling. In this episode, Lucas and Luna break down why the South Korean giant has lost its early lead in advanced chip manufacturing to TSMC. They discuss Samsung's failed 3nm GAA transition, the Galaxy S25 Exynos chip problems, and the structural disadvantages Samsung faces as a conglomerate trying to compete with a dedicated foundry. The semiconductor index SOXX is up 8.4% over the past week, but Samsung's foundry margins tell a different story. Could Samsung's vertical integration become its Achilles' heel? And what does this mean for chip supply chains? #Samsung #TSMC #Semiconductor #Foundry #ChipManufacturing #3nm #GAA #Exynos #GalaxyS25 #SOXX #Technology #SemiconductorNews #LucasAndLuna #FexingoBusiness #BusinessPodcast #Chips #SupplyChain #Fabs Keep every episode free: buymeacoffee.com/fexingo