Ju-wan Lee @ Just Yeouido - Two Counterarguments

I will refute the two most important points.
1. The argument that demand hasn't increased is based on Bit growth.
This can be refuted just by looking at the fact that Samsung Electronics' long-term contract ratio is 60%,
but anyway, regarding demand forecasting methods
used when supply can quickly catch up to previous demand:
In reality, we are only able to supply half of the volume currently being requested.
It's not that demand for AI PC and mobile has decreased;
it's that supply cannot keep up, so even after lowering memory specs from the original plan,
they still cannot meet production.
2. They are intentionally lowering facility utilization rates to reduce production.
Sigh...
If you work at Samsung Electronics,
you know how much they harass and pressure people
just to increase the production rate by 1% every month.
Executives are putting their careers on the line
and reporting to the CEO on a weekly and even daily basis.
This is such nonsense
that I don't even know how to refute it.