三星无意加入美光减产队伍？
据韩国时报报道，虽然美光、SK海力士开始大举节约成本来应对营收、毛利率下滑困境，但三星非常不可能改变芯片生产的策略。至2023年第一季为止，三星基本上仍会设法保住毛利率，预测消费者信心最快2023年第二季即可恢复。
报道引述三星某一线供应商资深高层受访时表示，三星正在设法削减芯片库存，虽然减产势必有利短期供需状况，但三星似乎不考虑大幅削减存储产出，因为该公司仍在跟汽车制造商等重要客户讨论要如何让库存恢复健康。
据悉，三星重点在于美国晶圆代工厂的技术导入及装机行动。三星比较可能去调整存储芯片的产能，以至于影响设备进行投资的时间点，具体要芯片处理库存的进展。
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