, Columnist
TSMC’s Biggest Threat Isn’t an Intel Resurgence
Samsung poses an immediate challenge going into another tight year for semiconductor supply.
Outpacing the market.
Photographer: I-Hwa Cheng/BloombergThis article is for subscribers only.
For all the talk about Intel Corp.’s entry into the chip foundry business, and the world’s over-reliance on Taiwan Semiconductor Manufacturing Co., it’s easy to forget there’s another competitor plugging away in South Korea.
Samsung Electronics Co. is one of the most ubiquitous gadget companies on the planet, churning out components, displays and even branded products. On Thursday it sent out signals that its made-to-order chip business isn’t to be forgotten, either.