Bain dealmaker says Samsung and SK Hynix outpace Japan on chip investment scale

An interview with Yuji Sugimoto, the Bain Capital dealmaker who led the acquisition of Toshiba Memory (now Kioxia), discussing how South Korean chipmakers Samsung and SK Hynix maintain a competitive advantage over Japanese rivals through massive, sustained investment and aggressive scaling strategies. Sugimoto argues that Japan's semiconductor industry struggles to match the capital commitment and risk appetite of Korean firms, despite Japan's strengths in materials and equipment.