Daiwa's Kim on Samsung Earnings, Chips Sector

The video discusses Samsung's Q4 results, highlighting a miss in operating profit due to special bonuses. It explores the memory market, noting short-term adjustments and strong data center demand, leading to a higher price target. Samsung's M&A strategy is examined, with potential in AI, 5G, and automotive semiconductors. The impact of China lockdowns on Samsung and other chipmakers is analyzed, considering supply chain disruptions and opportunities.

What is the outlook for the memory cycles and data center demand according to the analysis?

What opportunities does the new CEO of Samsung see in the semiconductor and device divisions?

How might the Lunar New Year and the Beijing Olympics affect Samsung's operations?