TSMC Intel Overrun Samsung’s Chance

● TSMC’s Intel Headache, Samsung’s Opportunity

Changes in Manufacturing Costs and the Global Semiconductor Market: TSMC, Intel, and a New Competitive Landscape

1. Conditions for Avoiding Losses at US Factories and Disclosure of Manufacturing Costs

There was talk of pricing standards that would ensure US factories do not incur losses.
This implicitly reveals that manufacturing costs in the US are high.
In other words, it means that setting competitive prices is becoming difficult amid rising manufacturing costs.

2. TSMC’s Situation and Market Reaction

It is noteworthy that even TSMC, a powerhouse in global semiconductor foundries, has fallen into a deficit.
As even the existing dominant players struggle with high manufacturing costs, it signals the start of a new competitive landscape.
Market participants are focusing on how to solve the manufacturing cost problem.

3. Joint Investment and the Emergence of Intel

Changes are being detected in the semiconductor ecosystem with recent discussions on joint investment and Intel.
The move towards joint investment is a strategy aimed at reducing the burden on individual companies, sharing technology, and cutting costs.
The Intel story continues, and as such, survival strategies are emerging through new collaborations or independent competition beyond the existing powerhouses.

4. The 90-Point Foundry Effect and a New Competitive Structure

Currently, only Samsung Electronics and Intel hold a unique position in the global foundry market.
If near-perfect services of around 85 to 90 points are provided, customers may find 90 points sufficiently attractive compared to 100 points.
As a result, if a new foundry company enters the market, it is expected to be able to secure orders and achieve a 30% market share in a short period.

5. Future Outlook and Key Issues

Strategies to overcome high manufacturing costs and the risk of deficits will be a key challenge.
In the global economy and the semiconductor market, cost efficiency and technological innovation are key competitive factors.
Strategic changes by companies such as Intel, TSMC, and Samsung Electronics are the key to changing the market landscape.
In the future, joint investment, cost reduction, and the emergence of new foundry companies are expected to be important variables.

Summary

Manufacturing cost burdens are exposed as prices are adjusted to avoid losses at US factories.
As TSMC also shows a deficit situation, the competitive structure within the semiconductor ecosystem is changing.
Recent joint investment discussions and Intel’s strategy are drawing attention, and a 90-point foundry service is likely to demonstrate competitiveness.
These changes can significantly alter market share in the short term.
The latest trends related to the global economy, manufacturing costs, semiconductors, TSMC, and market share are noteworthy.

[Related Articles…]
Intel’s Strategic Moves
TSMC’s New Challenges

*YouTube Source: [달란트투자]

– 졸지에 인텔 떠안은 TSMC 미칠 노릇. 삼성전자 곧 판 뒤엎을 기회 잡는다 ⎹ 이주완 박사 3부

● China’s “Robot Rebellion”

Global Robot Innovation and Economic Prospects: From Robot Malfunctions to the Rise of Chinese Industry

1. Robot Malfunctions in Video and Real-Time Impact

This article analyzes the real-life situation of a recently viral robot video, the underlying Chinese robot technology, and the resulting global economic ripple effects.
The video features two men and a robot, with one man giving a computer command, and then the robot suddenly attacking the person.
Initially, it seemed like a simple control error, but soon the robot showed violent movements as if attacking a human, even destroying surrounding equipment.
Whether what was witnessed on-site was an actual technology test or a deliberate performance remains controversial.
These phenomena clearly demonstrate the limitations of robot sensors and control systems, as well as motion capture-based remote control (teleoperation).
In a situation where “technology” and “innovation” are rapidly unfolding across the economy and industry, unexpected errors and control failures could cause significant repercussions in the future.

2. Analysis of the Current Status and Competitiveness of the Chinese Robot Industry

Robots such as H1 and G1 introduced by the Chinese robot company Unitree Robotics are receiving global attention for their technology and performance.
The H1 robot, with a height of 180cm and a weight of 47kg, performed elegant movements during a performance and then suddenly showed a scene of attacking a person.
The G1 robot, though relatively small, showed flexible response capabilities according to size and situation, such as continuously pushing the opponent over.
As of 2024, China has showcased 35 of its approximately 50 unveiled humanoid robots, securing unparalleled competitiveness not only in the software sector, where the United States has been strong, but also in the hardware sector.
In particular, it is operating an advanced industrial investment fund worth 1 trillion won from government and private investments, and explosive market expansion is expected to grow at an average rate of 120% annually from 2025 to 2030.
These industrial trends foreshadow significant volatility across the global economy and “industry” and have a significant impact on the technology competition structure between the United States and China.

3. Future Prospects and Economic Ripple Effects

The rapid development of robot technology is expected to be the core of a global “economic” and “technological” paradigm shift, beyond simple industrial innovation.
Currently, the control errors and aggressive movements seen in the video may be part of the testing process, but they pose an important challenge to overcome in the development of systems where robots autonomously judge and act in the future.
In the future, manufacturing and robot technology may create synergy, growing into a market of more than 800 trillion won.
At the same time, there are concerns that robot malfunctions will emerge as a social safety issue, making it essential to establish ethical and legal standards and institutional supplements accordingly.
Meanwhile, the global economy is undergoing rapid changes centered on “global” supply chains and advanced “innovation,” with fierce competition between China, the United States, and other major countries.

Summary

This analysis examines the ripple effects on the global economy in the future, from the recent controversial abnormal behavior in a robot video to the technology and industrial competitiveness of Chinese robot companies.
The aggressive movements caused by robot control errors show the limitations that can occur in the development process of advanced technology.
As of 2024, China has unveiled 70% of humanoid robots and is expected to grow at an average annual rate of 120% after 2025 with large-scale government investments.
This technological innovation is expected to be linked to manufacturing, expand into a market of more than 800 trillion won, and have a significant impact on the global economic environment.
Key words: Economy, Global, Industry, Technology, Innovation.

*YouTube Source: [월텍남 – 월스트리트 테크남]

– 갑자기 팔을 맹렬하게 휘두르는..중국 언론 “로봇반란시작” …/ 선을 넘은 x친로봇 기술 근황

● Russia’s War Chest, Drained

Analysis of the Ukrainian-NATO Situation in the Global Economic Outlook: Political Risks and Investment Strategies

The Current Disadvantageous War Situation of the Ukrainian Army

The Ukrainian army is currently in a militarily disadvantageous situation.
Although they display an image of triumph in battle, there are concerns about the actual deterioration of the war situation behind the scenes.
The Russian forces are also experiencing increased battle fatigue, but the overall balance of the battlefield is delicate.
This situation can directly affect the global economy and political risks.

Political Significance of President Zelenskyy and NATO Membership

If Ukraine pursues NATO membership, it could be the optimal strategy for President Zelenskyy.
NATO membership can be a positive signal for military and political security enhancement, as well as for the global economic outlook.
However, changes in the international political landscape due to this are factors of financial market instability and investment strategy review.
As political risks may increase, investors should approach with caution.

Changes in the US Position and Russia’s Burden

The United States is showing movements to reduce its strategic position.
Despite the US withdrawal, the threat has not completely disappeared.
From Russia’s perspective, it recognizes the threat from NATO and feels a great tactical and strategic burden.
This situation can act as an unstable factor for the global economy as a whole.

Impact on the Global Economic Outlook and Investment Strategies

The current issues related to Ukraine and NATO directly affect the economic outlook and financial markets.
With political uncertainty and global security issues overlapping, the need to revise investment strategies is emerging.
Overseas investors should pay attention to key words such as economic outlook, global economy, political risks, financial markets, and investment strategies.
As volatility may increase in the market, it may be worth considering various risk diversification investment strategies.

Currently, the Ukrainian army is trying to maintain an image of victory despite its disadvantageous war situation.
President Zelenskyy is aiming for political advantage through NATO membership, but at the same time, he bears political risks that will affect the global economy and financial markets.
As the US strategic revision and Russia’s burden overlap, overall global economic uncertainty is increasing.
As a result, investment strategy review and risk diversification investments are needed.

*YouTube Source: [달란트투자]

– “전쟁 밑천 다 털렸다” 러시아가 우크라이나 진격 못하는 이유｜류한수 교수 2부