Why Sanford C. Bernstein’s Newman Has Outperform Rating on Samsung

The transcript discusses Samsung's stock performance, highlighting strengths in memory technology and market leadership. It addresses market challenges, including weak demand due to inventory corrections, but notes signs of recovery. The impact of display and handset markets on shares is examined, with a focus on Samsung's smartphone division, which faces challenges but remains a significant player. The discussion also touches on potential benefits from Huawei's US ban.

What issues have arisen with Samsung's foldable phone?

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In what ways does the performance of Samsung's handset division impact its memory division?

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