The real problem with Samsung Electronics lies within? Engineer-turned-leader's "Absence" [Y Record]

■ Host: Anchor Yoon Bori and Anchor Park Ki-wan
■ Starring: Kim Dae-ho, Director of Global Economic Research Institute

* The text below may differ from the actual broadcast content, so please check the broadcast for more accurate information. Please specify [YTN Newswide] when quoting.

◇ Anchor> It is estimated that there are 4.2 million minority shareholders of Samsung Electronics as of June. Until about three months ago, I said I would go to 100,000 electronics, but now I'm staying at Oman Electronics. Is there any material for the rebound that we can expect?

◆Kim Dae-ho> Samsung Electronics' stock price once exceeded 100,000 during the day just a few months ago. That's why Samsung Electronics' nickname in the stock market was 100,000 Electronics. It will never go below 100,000 electrons again. But since then, it's dripping. As a result, those who bought it for 90,000 won and those who bought it for 80,000 won are very shocked. The ants are losing a lot. Now, the line that goes down from 60,000 won to 50,000 won has also been broken and is in the 50,000 won range. So now, the nickname is Oman Electronics, and Samsung Electronics is staggering. When will Samsung Electronics get a day of sunshine? Samsung is a powerful company, so it will recover someday. However, in the past, Samsung Electronics' insolvency was mainly a business cycle, so the business cycle of a strong company like Samsung rose sharply if the economy improved a little. However, there is a possibility that the crisis of Samsung Electronics will deepen considerably in that the structural crisis is much greater. Since Samsung Electronics has been in first place for so long, it has been used to the first-place constitution for a long time, so the first-place constitution makes it safe to be what it is and has some risks, but it doesn't make a lot of money. NVIDIA and TSMC did artificial intelligence semiconductors for that crisis choice. Samsung Electronics has been letting go of that line for the last five years.

Originally, HBM was the first thing Samsung Electronics did in the world, but it reduced and closed its HBM office because semiconductor memory DRAMs were better than that. In the meantime, Nvidia, TSMC, and SK Hynix went up. In that sense, Samsung Electronics needs a fundamental structural reform. Samsung Electronics is also well aware of this. So I also replaced the chairman. The representative of semiconductors. Since we have recognized the problem now, if we take countermeasures from now on, we expect to catch up in the next six months to a year as it is a powerful company.

◇Anchor> Next Sunday, it will be two years since Chairman Lee Jae-yong took office. As you said a while ago, Vice Chairman Jeon Young-hyun and semiconductor reliever have even issued a semiconductor apology, so what position do you expect Chairman Lee Jae-yong to come up with this time?

◆Kim Dae-ho> In fact, it would have been difficult for Chairman Lee Jae-yong to intervene deeply in management in recent years due to judicial risks related to state affairs manipulation. In fact, he was also in the detention center for a long time. In that sense, I think you'll be very upset. However, since corporate management needs to be chosen by the owner of the chief executive company anyway, the market is waiting for Chairman Lee Jae-yong's decision and fundamental structural reform. Samsung has been No. 1 and is a great company and has made a decisive contribution to the Korean economy, but a fundamental structural reform is needed to go one step further, and a bold choice of crisis at the chairman's level and the company's largest ownership. So even if you make a mistake, wouldn't it be possible to change the structure much faster if there was something like that that clearly suggests the direction of change? The market is now waiting for the winning move to be announced on the second anniversary of Samsung Electronics Chairman Lee Jae-yong's inauguration.

◇Anchor> I'd like to ask you briefly about this part. There is also a saying that one of the fundamental structural reforms should be handed over to professional managers who used to be engineers. What do you think of this part?

◆Kim Dae-ho> Chairman Lee Jae-yong is not a registered director of Samsung Electronics. Legally, you are not an executive unless you are a registered director. However, the resignation from the registered director was due to the manipulation of state affairs, and Chairman Lee Jae-yong's trial on the manipulation of state affairs is still not completely over. As a result, since he is out as a registered director, wouldn't he be less driven than the owner's direct management? Therefore, as Chairman Lee Jae-yong is not a technology expert, it is pointed out that there should be a change in the double-headed drum coach system with the CEO of the technology expert as Chairman Lee Jae-yong is a registered executive.

Excerpted from
: Lee Mi-young, editor of the digital news team

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