The author is an analyst of NH Investment & Securities. He can be reached at [email protected]. — Ed. Compared to that of competitors, Samsung Electronics’ memory semicon process conversion is proving slow and its foundry yield rate sluggish. In addition to benefiting the memory semiconductor industry as a whole, this situation is a boon for competing foundries. 14nm DRAM process share at SEC in low single-digits We previously analyzed the deterioration of Samsung Electronics (SEC)’s memory semicon technology position in our Mar 2021 in-depth report titled ‘Micron overtakes Korean memory players’. One year later, several negatives regarding SEC’s semicon technology…