This article analyzes the dynamics of the memory semiconductor industry, particularly the "chicken game" that influences competition and survival. It discusses the historical context, key players, and the strategic moves necessary for companies like Samsung to thrive amid market challenges.

The article explores the evolving economics of the semiconductor industry in the context of GenAI, emphasizing the importance of Moore's Law and the challenges faced by companies in scaling production to meet increasing demand for computing power. It discusses the intricate relationship between semiconductor manufacturers and software providers, highlighting the need for efficient consumption of computing resources to sustain growth and profitability in the GenAI market.