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Samsung and SK Hynix Q3 semiconductor inventories remain at high levels
2023-11-16

The semiconductor libraries of Samsung and SK Hynix also maintained a high level in the third quarter of 2023. According to Samsung's quarterly report, as of the third quarter of 2023, its overall inventory amount was 55.2 trillion won, an increase of 5.9% from 52.1 trillion won at the end of 2022; The inventory amount of semiconductors has significantly increased by 16.1% from 29 trillion won at the end of 2022 to 33.7 trillion won, an increase of more than twice compared to the end of 2021.


SK Hynix also revealed in its quarterly report that as of the third quarter of 2023, the overall inventory amount was 14.9 trillion won, a decrease of 4.6% from 15.6 trillion won at the end of 2022. Compared to the 5.5 trillion Korean won at the end of 2021, the inventory value of SK Hynix will increase by nearly three times.


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Among Samsung's total assets, the proportion of semiconductor inventory increased from 11.6% at the end of 2022 to 12.2%, but SK Hynix decreased from 15.1% in the same period last year to 14.6%.


Samsung's quarterly report also shows that the company has sold ASML shares worth 1.3 trillion won to ensure cash flow in the face of a slowdown in its chip business. As of the end of September 2023, Samsung's shareholding in ASML has decreased from 0.7% to 0.4%, and currently still holds 1.58 million shares in the company.


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