[Concall] Samsung SDI "Recovery Timing for Second Half Demand Likely to Delay"
Samsung SDI stated in its Q2 earnings conference call that "demand in the second half of the year is expected to experience a delayed full recovery, similar to the first half."
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An official explained, "This is a short-term phenomenon due to the electric vehicle chasm (temporary demand stagnation in a growing industry), inventory adjustments by key customers, and macroeconomic uncertainties," adding, "However, the medium- to long-term high growth of the battery industry is expected to remain unchanged."
This content was produced with the assistance of AI translation services.
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