[Concall] Samsung Electronics "Considering Supply Chain Issues, Restricting Aggressive Expansion of DRAM and NAND Sales"

[Asia Economy Reporter Lee Hye-young] Samsung Electronics explained on the 27th during its earnings conference call that the shipment volume of memory semiconductors such as DRAM and NAND in the fourth quarter of last year fell short of expectations because "while steady demand centered on servers continued, global supply chain issues lasted longer than expected, leading to restraint in aggressive sales expansion," and "component supply shortages also partially affected memory demand from set customers."

It added, "We refrained from aggressive sales expansion due to low inventory demand and the possibility of a lockdown at the Xi'an plant in China," further explaining, "This was based on an understanding of recent changes in market characteristics."

Samsung Electronics emphasized, "Uncertainties and variables in the memory semiconductor market persist, and product lineups are diversifying. In such market conditions, the company judged that the ability to mix optimal products and supply the products needed by customers is most important," and stated, "Our strategy is to ensure stable supply in the long term."

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