50,000 Electronics' Sticking Crisis...Lee Jae-yong's solution is drawing attention.

[Anchor]
It is predicted that Samsung Electronics' semiconductor sales in the third quarter, which has been embroiled in a crisis theory, may have allowed Taiwanese company TSMC to turn around again.

Amid rising minority shareholders' resentment against stock prices that have slumped to the 50,000 won level, attention is focusing on whether Chairman Lee Jae-yong, who will soon mark his second anniversary in office, will come up with special measures.

Reporter Kim Tae-min's report.

[Reporter]
Sales performance at Samsung Electronics and Taiwan's TSMC, which are vying for the global semiconductor market, is likely to flip again in a quarter.

TSMC's third-quarter revenue came in at 32.3 trillion won, up 39% from a year ago, its best quarterly performance.

On the other hand, the securities industry predicts that the semiconductor sector will account for up to 30.7 trillion won out of Samsung Electronics' provisional sales of 79 trillion won in the third quarter.

It was painful not to prepare in advance for the demand for state-of-the-art AI semiconductors that soared due to the artificial intelligence craze.

[Heo Joon-young / Professor of Economics at Sogang University (YTN): It's a memory semiconductor that goes into AI, like an HBM called high bandwidth memory. SK is already delivering this to Nvidia, but in the case of Samsung, they say they haven't passed the test yet, so there seems to be some skepticism about this.]

Amid market disappointment, Samsung Electronics' stock price, so-called "national stock," has also slumped to the 50,000 won level and has hardly been able to rise.

Contrary to the observations of most domestic securities firms, Macquarie, a global investment bank, downgraded its investment opinion to "neutral."

Samsung Electronics, which is embroiled in an unprecedented crisis theory, is considering special measures, including "human reform."

[Jeong Chul-jin / Economic critic (YTN appearance): It is not clear that the purpose of the reorganization of the organizational culture was broken. This is one of the reasons why Samsung Electronics made it.]

In particular, there are a series of internal and external criticisms that the management organization that has become bloated compared to the core competitiveness of technology and production fields should be sorted out!

Industries are paying attention to what kind of crisis diagnosis and solutions Chairman Lee Jae-yong, who will mark his second anniversary on the 27th, will come up with.

I'm Kim Tae Min of YTN.