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“There are credible reports of lies and deceit within the Samsung Foundry operations.”

Dylan Patelsemianalysis.substack.com ↗

Samsung lost its two biggest foundry customers to TSMC and no longer makes a top three mobile chip. Its Game Optimizing Service throttled apps like Netflix and Instagram while sparing the benchmarks. A company that games its public numbers games its internal ones too. The yields were the first thing to stop lying.