AD Technology, switching from TSMC to Samsung Foundry, begins full-scale growth

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디일렉 THEELEC

Published on Nov 6, 2024
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AD Technology, switching from TSMC to Samsung Foundry, begins full-scale growth ※ This is the broadcast version for Tuesday, November 5, 2024. 00:26 AD Technology's partnership with TSMC, background of the transition to Samsung 01:41 Collaboration with SK Hynix and sales growth period 02:56 Reason for returning to the domestic ecosystem 04:26 Limitations of collaboration with TSMC and policy restrictions 05:44 AD Technology's growth strategy and necessity of accessing the global market 06:53 Challenges and preparations after transitioning to partnership with Samsung Foundry 10:49 Increase in large-scale orders and collaboration with startups 13:33 Changes in sales structure and increased proportion of development projects 17:52 Importance of overseas markets and demand for AI semiconductors 21:19 Need for data centers and AI solutions and collaboration with cancer 29:33 Changes in customer base when working with TSMC and current customer base 32:58 Differentiation strategy through chiplet and CPU architecture development 39:14 Development and mass production sales growth outlook and business structure 47:54 AD Technology's future outlook and branding strategy #AD Technology #Jun-Kyu Park #tsmc #SamsungElectronics #SKHynix #DataCenter #AI #Performance #Foundry -------------------------------------------------------------------------------------------------- ※ Theelec Membership Membership Guide ( • Theelec YouTube membership has been opened. ) Sign up for membership ( / @theelec9812 ) ※ Theelec Membership Benefits [Quickly watch Theelec videos] Theelec live videos and content are basically all 'free', but live replays are provided exclusively for membership members. Theelec, a specialized electronic components media

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