| Mobile Web

Bain Capital says Japanese chipmakers have reasons they cannot keep up with Samsung, SK hynix

Samsung Electronics and SK hynix are seen as maintaining a structural competitive edge over Japanese semiconductor companies even in the AI memory era, a Bain Capital executive said. Yuji Sugimoto (스기모토 유지), head of Bain Capital Japan, attributed their strength to chaebol-led top-down leadership and ownership structures that enable swift decisions on large-scale investment. He discussed Kioxia’s turnaround after Bain led a consortium buyout of Toshiba Memory.