build1 distinct publisher
Samsung's foundry runs on memory money: 55% yield at 2nm, and an 11:1 gap Tesla can't close
Mass production at 2nm and a $16.5 billion Tesla contract have not changed the arithmetic. With no standalone P&L, the foundry's shortfall is absorbed by a memory business posting record profits.
Publishers:tomshardware.com
Reality
- Evidence44
- Adoption58
- Hype gap+18
- Incentives63
- Confidence52