[Concall] Samsung Electronics "Only Older Semiconductors Reduced... No Adjustment in Leading-edge Processes"

On the 27th, during the 2023 Q1 earnings conference call, Samsung Electronics stated, "The adjustment of semiconductor production is primarily focused on legacy products, which have sufficient inventory to respond to demand in the mid to long term." They added, "Inventory levels are expected to decrease in Q2, and production will be operated flexibly in the second half of the year to accelerate the normalization of inventory levels."

They continued, "Contrary to external market research forecasts, we believe that demand will recover in the second half of the year due to inventory adjustments by customers in the first half, and production of cutting-edge products will be maintained."

Samsung Electronics DS Division Pyeongtaek Campus Line.
[Photo by Samsung Electronics]

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