Can Samsung's Chip Business Rebound in the Near Future?

The video discusses the cyclical nature of the semiconductor market, focusing on the foundry business and its challenges. It highlights the downturn in demand and inventory adjustments faced by companies like Samsung, exacerbated by the COVID-19 pandemic. The discussion includes capacity management strategies and the need for production and CapEx cutbacks to address supply-demand mismatches.

What challenges are faced by companies like Samsung in the current market conditions?

What are the anticipated impacts of production cuts and CapEx cuts in the semiconductor industry?