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| 경계현 삼성전자 DS부문장 (사진=삼성전자) |
[Alpha Biz=(Chicago) Reporter Kim Jisun] According to Alpha Economy coverage on the 23rd, Samsung Electronics has decided to cut DRAM production for the first time at 20%. Since then, Samsung Electronics has been reported to start an additional 5% cut in production.
Samsung Electronics has set an internal policy to cut an additional 5% if the price continues to fall or the price fluctuation is deemed to be unexpectedly small even after an additional 5% reduction.
"If Samsung Electronics' production plan has been embodied, competitors SK Hynix and Micron will also have to make further cuts," said Woo Ki-hoon, a senior partner at Murepa KOREA. "If the chicken game starts, the possibility of a rebound in semiconductor prices will increase further."
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| 삼성전자 서초사옥. (사진=연합뉴스) |
"This means that the price change after the cut is the cheapest price today. If any of the DRAM buyers starts entering the market, the reduction in semiconductors could be changed before securing semiconductors," said Kim Dae-jong, a professor of business administration at Sejong University.
Professor Kim Dae-jong carefully predicted, "If a race to secure semiconductors is developed due to a reduction in semiconductor production, we can predict not only a rebound in semiconductor prices but also a rapid recovery in the semiconductor cycle."
Samsung Electronics told Alpha Economy, "We don't know the specific plan to cut production."
AlphaBIZ 김지선(stockmk2020@alphabiz.co.kr)
