“Recession Could Return Within Two Years”… Samsung Electronics Struggles with Investment and Operation ‘Backup Plans’ Even During Memory Boom

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Samsung Electronics’ DS (Semiconductor) division, which is expected to achieve record-breaking performance this year, is concerned about the possibility that the super-boom period caused by the shortage of memory semiconductors may last for about one to two years before returning to a recession. As uncertainty in demand forecasting increases following the frenzy of investment in artificial intelligence (AI) infrastructure, concerns regarding the…

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The memory industry is going through one of the most critical moments we’ve seen in years. While DRAM and NAND prices have skyrocketed to historic levels in just a quarter, some manufacturers are already beginning to look beyond the current boom. In fact, and to be concrete, they fear that the market may turn back into a bearish cycle sooner than many expect. The protagonist is Samsung, which sees a possible recession in the price of memory soon…