What was the unexpected trend in global memory demand in 2022?
CLSA's Rana on Samsung Earnings

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7 questions
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1.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
A gradual decline in demand
A sharper than expected downturn
Stable demand throughout the year
A significant increase in demand
2.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
How do US export restrictions affect Chinese memory suppliers?
They allow Chinese suppliers to expand rapidly
They have no impact on Chinese suppliers
They hinder the development of Chinese suppliers
They provide Chinese suppliers with new technology
3.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
Why is the foundry business crucial for Samsung's future growth?
It is Samsung's largest business segment
It is expected to be Samsung's next growth driver
Samsung has no presence in the foundry business
The foundry business is declining globally
4.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What is the current market share of Samsung in the foundry business compared to TSMC?
Samsung has a larger market share than TSMC
Samsung and TSMC have equal market shares
Samsung has a smaller market share than TSMC
Samsung is not involved in the foundry business
5.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
How has the pace of technology migration in the memory industry changed recently?
It has slowed down significantly
It has become unpredictable
It has remained the same
It has accelerated significantly
6.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What is the expected impact of US export restrictions on Samsung's operations in China?
Samsung will expand its operations in China
Samsung will face significant operational challenges
Samsung will concentrate expansion efforts in Korea
Samsung will cease operations in China
7.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What is the long-term outlook for memory companies according to the transcript?
The industry will see new leaders emerge
The same companies will likely remain leaders
New technologies will replace current memory types
The industry will decline significantly
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