Macquarie's Kim Says Samsung to Benefit From Chip Demand

The video discusses Samsung's record high sales and profits in Q2, with a significant portion of profits coming from its semiconductor and handset divisions. It highlights the current dynamics in the chip market, including supply shortages and potential disruptions. The video also predicts strong DRAM and NAND prices due to limited new supply and diverse demand sources, such as PCs, mobile devices, data centers, and cryptocurrency mining.

What potential disruptions are mentioned regarding the semiconductor industry?

How has the demand for DRAM changed compared to the past?