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Despite the resolution of the immediate crisis, the long-term stability and security of the supply chain will remain a problem in the future. Lee asked Samsung to look at the big changes in the global business environment from a long-term perspective, not just to find alternatives in the short term.
But the report was officially denied by Samsung, which said it had not obtained three key materials, fluorine polyimide, photoresist and high-purity hydrogen fluoride, which were urgently supplied by Japanese manufacturers.
Samsung is the world's largest NAND flash memory supplier, the largest DRAM memory chip supplier and the largest AMOLEDPanel suppliers, if they can get more stable raw materials for semiconductor and panel production, the global supply of memory, flash memory and panel industry will not change significantly, which will help price stability, but now things become more complicated and confusing.
At present, Samsung mainly depends on the original inventory to maintain production. It was rumored that it could only maintain normal production for several months. Now Samsung denies access to emergency materials. How long Samsung's storage chip and panel production can last will be the key to affect the global supply and demand of memory chips and panels and their prices.