[ineedasername]

Semiconductors is a space where mistakes take a while to bit you.

Although as we've seen with AMD, it is possible to come back from them. With the right course correction, Samsung is diversified enough to tough things out. Didn't they have a massive turnaround sometime in the 80's too?

[geodel]

It's interesting. I read about how Samsung learned and followed a lot of processes from Boeing and lately Boeing has been faltering quite a bit and Samsung seems to be following suit.

[bee_rider]

AMD completely left the semiconductor manufacturing space and it took them like a decade to get their chip designs in a good place.

[booi]

You can also read that as trying to do both might be too broad for a smaller company to tackle. Apple is a clear example of how chip design and chip manufacturing don't need to be linked and may in fact hinder.