[Concall] Samsung Electronics "Widening Semiconductor Inventory Reduction in Second Half"

Kim Jae-jun, Vice President and Head of Strategic Marketing at Samsung Electronics DS (Semiconductor) Division's Memory Business Unit, stated during the Q1 earnings conference call on the 27th, "Our inventory levels in the second quarter have begun to decrease, and this decline is expected to accelerate in the second half of the year." He added, "In the second half, demand recovery for new smartphone models and PCs is anticipated, and overall price elasticity will continue to drive higher capacity adoption, resulting in a demand pattern characterized by a strong first half and a weaker second half."

View of Samsung Electronics Seocho Building in Seocho-gu, Seoul. [Image source=Yonhap News]

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