James Lim, Senior Research Analyst at Dalton Investments, was recently quoted in Barron’s, discussing a potential rebound in demand for Samsung memory chips. Samsung has been viewed as a laggard as artificial-intelligence fever sweeps the global semiconductor industry. However, according to Lim, cutting edge isn’t everything for a company pushing $200 billion in annual revenue and Samsung’s bread-and-butter DRAM and NAND memory chips should rebound this year after a glut that cratered prices up to 70% in 2022-23. Read more about Samsung here (behind a paywall).
