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How the Samsung Board Defended the Memory Chip Empire
Samsung Electronics is the world's largest memory chip maker, generating over $200 billion in annual revenue. But in 2023, the board faced a moment of reckoning: a historic downturn in memory chip prices, a war in Ukraine disrupting supply chains, and a resurgent SK Hynix threatening its dominance. This episode unpacks how Samsung's board navigated the worst semiconductor downcycle in decades — slashing capital expenditure, pivoting to high-bandwidth memory for AI chips, and confronting a leadership scandal that saw its de facto chief convicted of stock manipulation. We look at the…
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