00:00They sell the same NAND, yet Samsung Electronics, SK Hynix, and Japan's Kioxia face different fortunes.
00:08Why?
00:09The key is NAND for AI servers.
00:13AI data centers keep buying high-capacity SSDs, even as prices rise.
00:18But demand for smartphone and PC NAND may slow due to price burdens.
00:23In fact, Solidum, SK Hynix's subsidiary, focused on server SSDs, saw Q2 shipments rise 40%.
00:33Meanwhile, Kioxia, heavier on consumer products, issued guidance below market expectations.
00:40Samsung Electronics, prioritizing DRAM investment, saw its NAND shipment share fall to 25%.
00:47Even in the same NAND market, which products you focus on now decides earnings.
00:54Who do you think will have the edge in NAND?
00:56Samsung or SK Hynix?
