Macquarie's Kim Says Samsung to Benefit From Chip Demand

The video discusses Samsung's record high sales and profits in Q2, with a significant portion of profits coming from its semiconductor and handset divisions. It highlights the current dynamics in the chip market, including supply shortages and potential disruptions. The video also predicts strong DRAM and NAND prices due to limited new supply and diverse demand sources, such as PCs, mobile devices, data centers, and cryptocurrency mining.

What percentage of Samsung's operating profit in Q2 came from the semiconductor division?

• 40%

• 75%

• 25%

• 60%

What is one potential disruption mentioned in the chip market?

• Toshiba selling its chip unit

• Decrease in smartphone sales

• New fab construction

• Increase in PC demand

Until what year is there expected to be no new fab supply?

• 2021

• 2018

• 2020

• 2019

Which sector is NOT mentioned as a new source of DRAM demand?

• Mobile

• PC

• Automotive

• Cryptocurrency mining

Why is the DRAM industry considered healthier now compared to the past?

• Increased PC demand

• Diverse demand sources

• Higher smartphone sales

• More supply availability