One reason you can never really predict how well a company or industry is going to do is that there can be so many surprise factors outside of the normal bounds of stocks and revenues. War, as it happens, is one of them. This is a fact that it seems Samsung is discovering as conflicts in the Middle East are causing issues—ones that the company says it is handling, but issues nonetheless.
Speaking in an earnings call, Samsung executive VP and CFO Soon-Cheol Park explained:
"Our semiconductor production lines are operating normally, and there have been no supply chain issues to date. While we source some process gases from Israel and the Middle East, we have secured sufficient safety stock and respond in line with local logistics conditions. Also, we have secured alternative logistic routes and diversified suppliers, including the U.S. and Japan. So the overall risk remains limited."
Although t...
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