Kiwoom Securities’s Yoo Expects Turnaround for Samsung in 3Q

The video discusses Samsung's market position, highlighting its influence on the Cosby Index and the challenges it faces, such as declining DRAM prices and increased marketing costs. Despite these challenges, Samsung is optimistic about a turnaround due to declining inventories and increased demand for server DRAM. The company is committed to its semiconductor 2030 vision, with significant investments in R&D and facilities. The broader Korean market is also analyzed, noting a weak economic performance but potential for growth as corporations become more efficient.

What are some of the challenges Samsung is currently facing in the market?

• Decreasing marketing costs

• Rising smartphone sales

• Increasing DRAM prices

• Declining DRAM prices

What is Samsung's outlook for the third quarter?

• Increased inventories

• Decreased demand for server DRAM

• Stable DRAM prices

• Turnaround in demand due to declining inventories

What is a key component of Samsung's long-term strategy?

• Reducing R&D investments

• Focusing solely on memory chips

• Investing heavily in the foundry business

• Avoiding AI and IoT sectors

How did the Korean market perform last year compared to this year?

• The market is down 10% this year

• The market was up 17% last year

• The market is up 20% this year

• The market was down more than 17% last year

What is the expected economic growth rate for Korea this year?

• 3.0%

• 2.4% to 2.5%

• 1.8%

• 0.5%