Analyst Lee Ju-wan, why have you gone so dark? lol
You're saying Samsung Electronics is doing artificial production cuts?
If you're a Samsung employee,
everyone can see the tools
that clearly reveal logistics and production status,
and they are literally squeezing out
every bit of production.
Producing just one more Lot
is worth 2 billion won.
To say they referred to government indicators for facility utilization rates—
are they in their right mind?
To calculate actual utilization rates,
manual work is required even with internal data.
Now, Custom chips are one of the main drivers,
and we're in an era where long-term contracts are being called for 3 or 5 years.
Since it looks like prices will rise further,
they are in a situation where they are intentionally adjusting contracts,
yet you seem to be clinging too hard to outdated analysis methods.
Well, I suppose you've managed to stay on track for 20 years
using that kind of analysis.
Still, it's been over 2 years
since your existing analysis methods have been proven wrong one after another,
yet you are so stubborn lol.
After watching that broadcast,
I think quite a few people will make the wrong judgment.
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