2020 Will Be the Year Things Recover for Memory, Says Sanford C. Bernstein’s Newman

The video discusses Samsung's financial performance, highlighting a 52% drop in third-quarter profit despite beating estimates. The decline is attributed to a poor year for the memory market, which is crucial for Samsung's earnings. However, there is a sequential improvement in earnings, and memory demand is expected to rebound, stabilizing prices. The video also covers the anticipated growth in 5G sales, with Samsung positioned to benefit from the early adoption of 5G technology, impacting DRAM demand positively.

What is the significance of memory prices stabilizing for Samsung?

What are the expectations for 5G unit sales in the next year?