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Transcripts for BBCNEWS Talking Business Asia 20240604 15:42:00

so these are some of the factors that have impacted some of the consumer demand. as a memory chip maker, you really have a first hand pulse of the entire industry and the demand for consumer products. you ve mentioned it already. what s your sense of the current economic conditions for the next year? 0ur memory industry currently is experiencing inventory adjustments by our customers in various end markets, and that has resulted in a reduction in demand to the suppliers of memories. we have taken decisive actions in terms of reducing our capex, in terms of reducing the supply growth, as well as increasing underutilisation in the current fabs. these actions over time will help us to bring supply and demand in balance. so yes, the near term is challenged by the inventory adjustments, but we have confidence in the longer term demand drivers

Transcripts for BBCNEWS The Papers 20240604 22:42:00

food, energy and otherfactors. so these are some of the factors that have impacted some of the consumer demand. as a memory chip maker, you really have a first hand pulse of the entire industry and the demand for consumer products. you ve mentioned it already. what s your sense of the current economic conditions for the next year? our memory industry currently is experiencing inventory adjustments by our customers in various end markets, and that has resulted in a reduction in demand to the suppliers of memories. we have taken decisive actions in terms of reducing our capex, in terms of reducing the supply growth, as well as increasing underutilisation in the current fabs. these actions over time will help us to bring supply and demand in balance. so yes, the near term is challenged by the inventory adjustments, but we have confidence in the longer term demand drivers

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