K-Tech and Beyond

Samsung's Rise and Fall: A Semiconductor Saga


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The text analyzes Samsung Electronics' challenges in maintaining its dominance in the semiconductor industry, particularly concerning its struggles in the AI chip market and foundry business. It contrasts Samsung's difficulties with the successes of competitors like Nvidia and TSMC, highlighting Samsung's missed opportunities and the need for innovation. The analysis also explores broader economic and geopolitical factors impacting South Korea's semiconductor sector, including US-China competition and the importance of government policy. Furthermore, it examines Samsung's historical role in South Korea's economic growth and its current impact on the nation's economy. The overall narrative emphasizes the necessity of technological leadership and strategic decision-making for future success.

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K-Tech and BeyondBy Hee-Dong, Kim