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Samsung Foundry Is Aiming 25% of Shares in Five Years; We See 17% Gain Too Aggressive

Summary 8% to 25% shares in five years? Samsung plans to triple its foundry shares to 25% from an estimated 8% in 2016 within the next five years by aggressively adding big-names and smaller clients. Spun off is the key to gain shares: Intel and Samsung will have the stronger position to cut conflict of interest with foundry customers if Intel and Samsung are spinning off its logic semi manufacturing to become pure foundry vendors. 10% shares gain inevitable: We earlier...(continued)

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Samsung Foundry Is Aiming 25% of Shares in Five Years; We See 17% Gain Too Aggressive

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