[Economy pick] Is winter coming?Samsung Electronics to 50,000 Electronics Again

[Anchor]
Shall we look at the second question? Is winter coming?Samsung Electronics, it's 50,000 electronic again.

Samsung Electronics' stock price fell back to the 50,000 won level today, right?

[Reporter]
Samsung Electronics' stock price, which is called a national stock, and used to be a blue-chip stock to say buy Samsung Electronics and bury it if you don't know the stock well, is not the case these days.

Due to the rise of the New York stock market, the KOSDAQ index also fell, but the KOSPI rose, and semiconductor stocks were especially good, but Samsung Electronics was alienated.

SK Hynix and Korea-U.S. Semiconductors rose 4% and 3%, respectively, but Samsung Electronics fell more than 2% and suffered a humiliation of "50,000 electronics."

On the 2nd and 7th of this month, it was "50,000 Electronic" in the market, but today it was "50,000 Electronic" at the closing price.

As the closing price went down to 58,900 won, the 52-week low was also broken.

[Anchor]
It was an "earnings shock" due to poor Q3 performance, should I see it as the impact?

[Reporter]
Of course, there is an "earnings shock" effect, but the problem is that the outlook for the mid-term is not even bright.

In the case of memory semiconductor DRAM, which is the main product, it is lagging behind cheaper Chinese products, and in the case of high-bandwidth memory used in AI chips and HBM, it has not been able to deliver because it has not passed Nvidia tests.

The mass production of the second-generation HBM was faster than Hynix, but it was reversed from the third generation.

The technology of 5th and 6th generation DRAMs is also evaluated to be behind Hynix.

Smartphones and foundry conditions, another key business, are also not optimistic.

Among analysts, Morgan Stanley said that the winter of memory semiconductors is coming, and they say it is an analysis that only fits Samsung Electronics.

It is believed that Samsung Electronics has not been able to close the technology gap with SK Hynix.

The reasons for this are the failure of the strategy and internal mannerism.

[Roh Geun-chang / Director of Hyundai Motor Securities Research Center: We need to drive actively and carefully in development and research and development. In our view, the company's strategy and the complacent attitude of the people involved are the reason why we are facing the difficulties.]

In the past, there was a saying that Samsung of innovation and management is not innovative and management is not even possible.

After the third-quarter earnings announcement, Vice Chairman Jeon Young-hyun said in an apology that he would restore technological competitiveness and repair organizational culture.

According to analysts, it is important whether Samsung Electronics will achieve innovation in the next two to three years.

We need to see if Samsung Electronics can take another leap forward using the current crisis as a springboard.