{"id":5196,"date":"2024-04-23T07:40:29","date_gmt":"2024-04-23T14:40:29","guid":{"rendered":"https:\/\/dev.darsky.com\/dalton\/?p=5196"},"modified":"2024-04-23T07:40:31","modified_gmt":"2024-04-23T14:40:31","slug":"samsung-fell-behind-on-chips-now-its-fighting-back","status":"publish","type":"post","link":"https:\/\/dev.darsky.com\/dalton\/samsung-fell-behind-on-chips-now-its-fighting-back\/","title":{"rendered":"Samsung Fell Behind on Chips. Now It\u2019s Fighting Back."},"content":{"rendered":"\n<p>James Lim, Senior Research Analyst at Dalton Investments, was recently quoted in Barron\u2019s, 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\u2019t everything for a company pushing $200 billion in annual revenue and Samsung\u2019s bread-and-butter DRAM and NAND memory chips should rebound this year after a glut that cratered prices up to 70% in 2022-23.<a href=\"https:\/\/www.barrons.com\/articles\/samsung-stock-price-nvidia-taiwan-semi-chips-3a5e69ea?reflink=desktopwebshare_permalink\"> Read more about Samsung here (behind a paywall).<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>James Lim, Senior Research Analyst at Dalton Investments, was recently quoted in Barron\u2019s, 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 \u2026<br \/><a class=\"read-more\" href=\"https:\/\/dev.darsky.com\/dalton\/samsung-fell-behind-on-chips-now-its-fighting-back\/\">read more &gt;<\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_links_to":"","_links_to_target":""},"categories":[16],"tags":[],"class_list":["post-5196","post","type-post","status-publish","format-standard","hentry","category-dalton-in-the-news","wpautop"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Samsung Fell Behind on Chips. Now It\u2019s Fighting Back. - Dalton Investments<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/dev.darsky.com\/dalton\/samsung-fell-behind-on-chips-now-its-fighting-back\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Samsung Fell Behind on Chips. Now It\u2019s Fighting Back. - Dalton Investments\" \/>\n<meta property=\"og:description\" content=\"James Lim, Senior Research Analyst at Dalton Investments, was recently quoted in Barron\u2019s, 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 \u2026read more &gt;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/dev.darsky.com\/dalton\/samsung-fell-behind-on-chips-now-its-fighting-back\/\" \/>\n<meta property=\"og:site_name\" content=\"Dalton Investments\" \/>\n<meta property=\"article:published_time\" content=\"2024-04-23T14:40:29+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-04-23T14:40:31+00:00\" \/>\n<meta name=\"author\" content=\"Michael Caroff\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Michael Caroff\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/dev.darsky.com\/dalton\/samsung-fell-behind-on-chips-now-its-fighting-back\/\",\"url\":\"https:\/\/dev.darsky.com\/dalton\/samsung-fell-behind-on-chips-now-its-fighting-back\/\",\"name\":\"Samsung Fell Behind on Chips. Now It\u2019s Fighting Back. - Dalton Investments\",\"isPartOf\":{\"@id\":\"https:\/\/dev.darsky.com\/dalton\/#website\"},\"datePublished\":\"2024-04-23T14:40:29+00:00\",\"dateModified\":\"2024-04-23T14:40:31+00:00\",\"author\":{\"@id\":\"https:\/\/dev.darsky.com\/dalton\/#\/schema\/person\/7cd5842f2361b709d526b3ca097af100\"},\"breadcrumb\":{\"@id\":\"https:\/\/dev.darsky.com\/dalton\/samsung-fell-behind-on-chips-now-its-fighting-back\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/dev.darsky.com\/dalton\/samsung-fell-behind-on-chips-now-its-fighting-back\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/dev.darsky.com\/dalton\/samsung-fell-behind-on-chips-now-its-fighting-back\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/dev.darsky.com\/dalton\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Samsung Fell Behind on Chips. Now It\u2019s Fighting Back.\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/dev.darsky.com\/dalton\/#website\",\"url\":\"https:\/\/dev.darsky.com\/dalton\/\",\"name\":\"Dalton Investments\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/dev.darsky.com\/dalton\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/dev.darsky.com\/dalton\/#\/schema\/person\/7cd5842f2361b709d526b3ca097af100\",\"name\":\"Michael Caroff\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/dev.darsky.com\/dalton\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/d091b13cfcd164d9ad3bbc7c6bf347b6345eaf12567daee32fa9f19cca173b86?s=96&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/d091b13cfcd164d9ad3bbc7c6bf347b6345eaf12567daee32fa9f19cca173b86?s=96&r=g\",\"caption\":\"Michael Caroff\"},\"sameAs\":[\"http:\/\/caroff.com\"],\"url\":\"https:\/\/dev.darsky.com\/dalton\/author\/caroff\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Samsung Fell Behind on Chips. Now It\u2019s Fighting Back. - Dalton Investments","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/dev.darsky.com\/dalton\/samsung-fell-behind-on-chips-now-its-fighting-back\/","og_locale":"en_US","og_type":"article","og_title":"Samsung Fell Behind on Chips. Now It\u2019s Fighting Back. - Dalton Investments","og_description":"James Lim, Senior Research Analyst at Dalton Investments, was recently quoted in Barron\u2019s, 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 \u2026read more &gt;","og_url":"https:\/\/dev.darsky.com\/dalton\/samsung-fell-behind-on-chips-now-its-fighting-back\/","og_site_name":"Dalton Investments","article_published_time":"2024-04-23T14:40:29+00:00","article_modified_time":"2024-04-23T14:40:31+00:00","author":"Michael Caroff","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Michael Caroff"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/dev.darsky.com\/dalton\/samsung-fell-behind-on-chips-now-its-fighting-back\/","url":"https:\/\/dev.darsky.com\/dalton\/samsung-fell-behind-on-chips-now-its-fighting-back\/","name":"Samsung Fell Behind on Chips. Now It\u2019s Fighting Back. - Dalton Investments","isPartOf":{"@id":"https:\/\/dev.darsky.com\/dalton\/#website"},"datePublished":"2024-04-23T14:40:29+00:00","dateModified":"2024-04-23T14:40:31+00:00","author":{"@id":"https:\/\/dev.darsky.com\/dalton\/#\/schema\/person\/7cd5842f2361b709d526b3ca097af100"},"breadcrumb":{"@id":"https:\/\/dev.darsky.com\/dalton\/samsung-fell-behind-on-chips-now-its-fighting-back\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/dev.darsky.com\/dalton\/samsung-fell-behind-on-chips-now-its-fighting-back\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/dev.darsky.com\/dalton\/samsung-fell-behind-on-chips-now-its-fighting-back\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/dev.darsky.com\/dalton\/"},{"@type":"ListItem","position":2,"name":"Samsung Fell Behind on Chips. Now It\u2019s Fighting Back."}]},{"@type":"WebSite","@id":"https:\/\/dev.darsky.com\/dalton\/#website","url":"https:\/\/dev.darsky.com\/dalton\/","name":"Dalton Investments","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/dev.darsky.com\/dalton\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/dev.darsky.com\/dalton\/#\/schema\/person\/7cd5842f2361b709d526b3ca097af100","name":"Michael Caroff","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/dev.darsky.com\/dalton\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/d091b13cfcd164d9ad3bbc7c6bf347b6345eaf12567daee32fa9f19cca173b86?s=96&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/d091b13cfcd164d9ad3bbc7c6bf347b6345eaf12567daee32fa9f19cca173b86?s=96&r=g","caption":"Michael Caroff"},"sameAs":["http:\/\/caroff.com"],"url":"https:\/\/dev.darsky.com\/dalton\/author\/caroff\/"}]}},"_links":{"self":[{"href":"https:\/\/dev.darsky.com\/dalton\/wp-json\/wp\/v2\/posts\/5196","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/dev.darsky.com\/dalton\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/dev.darsky.com\/dalton\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/dev.darsky.com\/dalton\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/dev.darsky.com\/dalton\/wp-json\/wp\/v2\/comments?post=5196"}],"version-history":[{"count":0,"href":"https:\/\/dev.darsky.com\/dalton\/wp-json\/wp\/v2\/posts\/5196\/revisions"}],"wp:attachment":[{"href":"https:\/\/dev.darsky.com\/dalton\/wp-json\/wp\/v2\/media?parent=5196"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/dev.darsky.com\/dalton\/wp-json\/wp\/v2\/categories?post=5196"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/dev.darsky.com\/dalton\/wp-json\/wp\/v2\/tags?post=5196"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}