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Samsung Electronics cultural issues causing disasters in foundry, LSI, DRAM

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Re: Samsung Electronics cultural issues causing disasters in foundry, LSI, DRAM

#41

Earlier quoted context omitted.

99% of which most likely don't even own one, and also partake in the other peculiar groups spreading the notion that dirty, foreign brands are dangerous and unreliable.

I have a Samsung fridge. It singlehandedly convinced me never to buy another Samsung appliance. The reputation is legit.

In Korea Samsung's whiteware business is considered vastly inferior to LG. It's not an area they excel in, and never have

Re: Samsung Electronics cultural issues causing disasters in foundry, LSI, DRAM

#42

Earlier quoted context omitted.

99% of which most likely don't even own one, and also partake in the other peculiar groups spreading the notion that dirty, foreign brands are dangerous and unreliable.

I have a Samsung fridge. It singlehandedly convinced me never to buy another Samsung appliance. The reputation is legit.

I had a Samsung washer that made me thankful that I don't own a sledgehammer, because if I did I knew I would have taken that useless thing outside and smashed it to bits with extraordinary glee, which would have caused concern in my neighborhood. The happiest day I had with it was when they took it away after installing the new Whirlpool I bought instead. Edit: it came with the house and in the 6 months that I put up with it, 90%+ of the time it never completed a wash on the first try.

Re: Samsung Electronics cultural issues causing disasters in foundry, LSI, DRAM

#43
post #38

While Samsung's culture could be considered toxic, blaming their recent issues on culture would need more backing. Samsung has seen good growth and has been one of the top semiconductor companies for the past decade. It's not like their culture drastically changed in the recent years. It's the same "toxic" culture that got them here and blaming the culture for their recent hiccups just seem like a sensationalist writ…

Companies have employee turnovers. Maybe it wasn't toxic to previous employees, but is toxic to current employees.

Re: Samsung Electronics cultural issues causing disasters in foundry, LSI, DRAM

#44
Clients and employees of SemiAnalysis may hold positions in companies referenced in this article.

This article lacks the evidence to warrant the boldness of its arguments. And after reading through the paragraphs of poorly based assertions, I see this at the bottom of the article. Why am I not surprised?

Re: Samsung Electronics cultural issues causing disasters in foundry, LSI, DRAM

#45
post #38

While Samsung's culture could be considered toxic, blaming their recent issues on culture would need more backing. Samsung has seen good growth and has been one of the top semiconductor companies for the past decade. It's not like their culture drastically changed in the recent years. It's the same "toxic" culture that got them here and blaming the culture for their recent hiccups just seem like a sensationalist writ…

Success can cover a lot of failures. But once there is a hiccup or competition catches up the true scale of the problems can suddenly become apparent.

See: Pentium 4

Re: Samsung Electronics cultural issues causing disasters in foundry, LSI, DRAM

#46

Earlier quoted context omitted.

99% of which most likely don't even own one, and also partake in the other peculiar groups spreading the notion that dirty, foreign brands are dangerous and unreliable.

I have a Samsung fridge. It singlehandedly convinced me never to buy another Samsung appliance. The reputation is legit.

I have a Dacor (Samsung owned high end brand) fridge. It works as advertised, but they forgot to advertise that a sociopath had a hand in some of the design decisions (deep learning spyware hooked to cameras that will p2p tunnel with samsung TVs; the metal front is incompatible with refrigerator magnets).

Anyway, we also have a samsung washer dryer pair. We had some issues during initial installation, and had to deal with samsung support. It was so bad that we now regret the fridge purchase (it’s probably a different division, but for how long?), and will never buy samsung again. Not sure what brand of SSD to use moving forward.

In related news, I read yesterday that they’re being sued because the tech support chat people (calling them is completely futile) are paid $0 + sales commissions.

This one fact explains more about my interaction with samsung tech support than any article about corporate culture ever could.

(I also know people that worked there. It sounds horrible from the inside too. On top of that, appliance parts suppliers in my area confirm that samsung is one of the worst possible choices for after sales support).

Re: Samsung Electronics cultural issues causing disasters in foundry, LSI, DRAM

#47

Clients and employees of SemiAnalysis may hold positions in companies referenced in this article. This article lacks the evidence to warrant the boldness of its arguments. And after reading through the paragraphs of poorly based assertions, I see this at the bottom of the article. Why am I not surprised?

It's at the bottom of every article. I have to disclose given my relationship with various funds.

I am under no impression that my articles can move fucking Samsung's stock. That's hilarious you think I could profit off the market by writing this.

There's plenty of evidence though. Be an industry insider and you'd recognize it all.

I do know that my reports have moved smaller companies stocks by 20% in a single day, and have been verified true in the past. - https://semianalysis.com/short-report-nvidia-supplier-cut-ou...

If I thought I could move the stock, I'd make the position in the morning alongside my clients, and publish shortly after, like I did with the article I just linked.

Re: Samsung Electronics cultural issues causing disasters in foundry, LSI, DRAM

#48

Earlier quoted context omitted.

I agree that the article is very lacking in substance and as you said, a hit piece. Yet there really seem to be a problem with Samsung's chips, especially their SoCs. They have underperformed for years now, and have always been inferior even in the high end (except maybe for the galaxy s6). That's despite repeated performance promises and a complete control over the entire production process (from design to fab to as…

I was a software engineer and did not work in LSI, so I cannot comment on that in a way which would be most informative, but I will try from a different perspective. An accurate answer would be incredibly complex, obviously. Samsung, from my perspective, mostly focuses on this year's production and developing next year's model. Yes, there is work done planning for new fabs and global supply chain systems, but 98% of…

Good thing the article even says Samsung is a well oiled machine in many areas outside of the ones with issues discussed in this article. Almost like large companies can have varrying success and culture.

Re: Samsung Electronics cultural issues causing disasters in foundry, LSI, DRAM

#49

Disasters in foundry, LSI, and DRAM? Is the writer sponsored by the U.S. chip manufacturing sector or other pro-American interests? What a weird hit-piece filled with assertions that could never be reliably backed up by other than Samsung themselves conducting a massive internal investigation.

If anything I am making the case that TSMC is reigning supreme but okay, believe your conspiracy

Re: Samsung Electronics cultural issues causing disasters in foundry, LSI, DRAM

#50
post #38

While Samsung's culture could be considered toxic, blaming their recent issues on culture would need more backing. Samsung has seen good growth and has been one of the top semiconductor companies for the past decade. It's not like their culture drastically changed in the recent years. It's the same "toxic" culture that got them here and blaming the culture for their recent hiccups just seem like a sensationalist writ…

Intel had toxic culture since Brian Krzanich took the lead in 2013, around the switch to 14nm. His mistakes weren't seen clearly until almost 2019, when it became obvious 10nm was a disaster, and 14nm++++++++ was their only workable product. We're still seeing it today as Intel has 250w TDP products competing with AMD 140w TDP products. Semiconductors is a space where mistakes take a while to bit you.

Former Samsung head Lee Kun-hee had a heart attack in 2014, and his son Jay Y. Lee took over. I don't know if that had any effect on the alleged culture problems the article talks about.
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