Memo
To: Kun Hee Lee, Chairman and CEO of Samsung Electronics
From: Josh Graham, Senior Consultant, Whirlwind Consulting Co.
Date: 28-Apr-08
Re: Emerging Chinese DRAM industry
Executive Summary
Whirlwind Consulting Company has reviewed the current position of Samsung in the semiconductor and memory chip industry, and has completed an extensive internal and external analysis to determine Samsung’s options in response to the threat of significant future expansion within the Chinese semiconductor industry. It is our opinion that Samsung should begin an incremental decline in the production of low-end DRAM memory chips, and initiate an extensive strategic movement towards capturing the higher-end of the DRAM market, as well as new niche markets, such as Flash memory.
The external analyses showed that there are many competitors that have begun to focus solely on production of low end DRAM. The greatest threat observed is the rampant growth of the Chinese company SMIC, which......
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Approximate Word Count: 3113
Approximate Pages: 12 (260 words per double-spaced page) |