Morris Chang, the founder of Taiwan Semiconductor Manufacturing Company (TSMC), recently analyzed that the political turmoil in South Korea will negatively impact Samsung Electronics.
According to Taiwanese media on the 10th, Chang noted during a press conference for his autobiography held the previous day that in response to a question about Samsung Electronics' current situation, he said, "Samsung Electronics may be negatively affected in its management due to the current political turmoil in South Korea."
It seems he pointed out that while countries around the world are implementing large-scale subsidies and policy investments to foster their domestic semiconductor industries, South Korea is in a state where support bills are stalled due to political chaos, and it has also been unable to mount any significant diplomatic response to U.S. semiconductor regulations.
Chang also criticized Samsung Electronics for its technical issues, stating, "Samsung primarily has technical problems, not strategic ones." Taiwanese media interpreted that despite Samsung Electronics being the first in the world to introduce 3-nanometer Gate-All-Around (GAA) technology three years ago, it is still struggling with yield issues and securing clients.
He briefly shared an anecdote about Lee Kun-hee, the late chairman of Samsung Electronics. Chang said, "Lee Kun-hee wanted to venture into the memory business and suggested a partnership, but I judged that it would not be beneficial for TSMC to collaborate with Samsung and I still think so."
This seems to be mentioned in the context of Samsung Electronics' technical issues. Chang also expressed his views on Intel, stating, "Intel has strategic problems, and right now it doesn't even have a CEO," adding that "both issues will not be easy to resolve." He further noted, "If Intel's board finds a CEO while having a strategy in place, the problems could be resolved simply."