Comments by "HKim0072" (@HKim0072) on "Inside Apple’s and Samsung’s Supply Chain Shift Away From China | WSJ" video.

  1. The Chinese aggression with South Korea over THAAD was a blessing in disguise for Samsung.
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  2.  @pepsodentvanila  Nick is one of those internet experts. Reads something and thinks he's an expert. This ain't difficult. Just takes reading skills. And, no it's not the Smartphone business which was up $+2.5B in net income.
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  3.  @nickl5658  Again, False. Samsung reported operating profit of 640 billion Korean won (roughly $478.55 million), down from 14.12 trillion won a year earlier, its lowest level since the first quarter of 2009. Nick - let me help you out. Samsung is a huge company with several different divisions. You have to add (or subtract) all of them together for a total.
    5
  4.  @blokin5039  False. Their net income sucked, but they were in the black. Has nothing to do with China since they were making record profits in '19. Post-CCP shadow ban and pre-pandemic.
    1
  5.  @bgg2249  Who cares? They moved all their smartphone production out of China. Edit: very odd since they are cutting memory chip production overall. Not 100% sure, but looks like all semiconductor chip manufacturing is Korea or US.
    1