Samsung – Advanced Node Expansion Outlook – 14 May 2021

  • Public Equity
  • TMT
  • Asia exc. Greater China


Former director at Samsung Electronics Co Ltd


  • Samsung's (KRX: 005930) 5nm and 7nm node yield issues and 3nm learning curve expectations
  • GAA (gate-all-around) technology analysis
  • Intel (NASDAQ: INTC) outsourcing implications and capacity utilisation outlook


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