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 impact of the semiconductor material restrictions from Japan on Samsung?

What measures is the Korean government taking to localize semiconductor materials?