Poaching TSMC? Rumor has it that Lee Jae-yong personally came to Taiwan to have a secret meeting with MediaTek
📊Executive Summary
Recent reports indicate that Samsung Electronics' Chairman Lee Jae-yong visited Taiwan for a secret meeting with MediaTek, aiming to secure MediaTek as a client for its advanced semiconductor foundry services. This move is part of Samsung's strategy to replicate its successful memory and foundry model, particularly targeting MediaTek for its 2nm process technology. Samsung is reportedly willing to absorb some manufacturing costs to entice MediaTek, emphasizing the need for clients to diversify their semiconductor sourcing away from TSMC amid geopolitical tensions. This development could significantly impact procurement strategies for companies reliant on TSMC's foundry services....
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