Samsung's 'Turnaround' Should Happen in 3Q: Kiwoom Securities

The video discusses Samsung's anticipated financial recovery in the third quarter, with improved sales and operating profits. However, Japan's export restrictions on key semiconductor components pose a risk. Despite this, the Korean IT sector has significantly reduced its dependency on Japanese materials over the years, and the government plans further localization efforts. This transition, while challenging in the short term, is seen as beneficial in the long run.

What is the expected timeline for Samsung's turnaround according to the video?

• Fourth quarter

• Second quarter

• First quarter

• Third quarter

What is the main risk to Samsung's semiconductor business as discussed in the video?

• Increased competition from China

• Japan's export restrictions on key components

• Rising labor costs in South Korea

• Decreased global demand for semiconductors

What is the expected impact of Japan's export restrictions on the non-memory foundry side?

• No impact

• Negative impact

• Neutral impact

• Positive impact

How has the Korean IT sector's dependency on Japanese parts changed since the 1990s?

• Increased to 50%

• Decreased to less than 10%

• Increased to 70%

• Remained the same at 40%

What is the Korean government's plan to address the dependency on Japanese materials?

• Increase imports from other countries

• Partner with Japan for joint ventures

• Invest 6 trillion won to localize materials

• Reduce production of semiconductors