Released
January 31st, 2024
Business Breakdowns
David Samra - Samsung: Semiconductors over Smartphones
David Samra is Managing Director of the Artisan Partners International Value Team. We cover Samsung's dominant position in memory chip technology, the surprising distribution of margins among its component businesses, and how decades of family stewardship have shaped its success.
Professional Investors
Public Equity
Technology Hardware & Equipment
Semiconductors
Conglomerates
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