Kiwoom Securities’s Yoo Sees More Upside for Samsung Shares Before 2H

The video discusses the impact of CapEx spending on memory chip prices, highlighting a decline in CapEx and a potential demand increase in the second half of the year. It analyzes Samsung's share performance amidst falling DRAM prices and anticipates a recovery in the third quarter. The video also examines the effects of the US-China trade war on semiconductor demand, suggesting a potential resolution could stabilize demand.

What factors are influencing the expected CapEx reduction this year?

How is the demand for DRAM expected to change in the second half of the year?

What are the expectations for Samsung shares in relation to DRAM prices?

What are the anticipated operating profit changes for the first half of the year?

What impact has the trade war between China and the United States had on semiconductor demand?