COVID-19 & Semiconductors: Profit Warnings Piling Up Ahead Of Earnings.
During the most recent earnings season, most semiconductor companies noted only relatively minor impact to their forecasts for the current quarter....
350 Views
SK's CGH Block Deal Is Last Preparation for SK Restructuring
What should we make of this block deal by SK E&S on China Gas? First, it should be a well-anticipated one. My point is this block deal should...
363 Views
February Semiconductors Show Onset of COVID-19 Decline
The SIA released WSTS semiconductor revenues for February. While there was a small decline attributable to COVID-19, it is clear that February's...
373 Views
YMTC: Gap Between Korea & China in NAND Flash Down to 1 Year Or Less?
BTS, smartphones, women's golf, 5G roll-out, and semiconductor chips....These are some of the things that Korea is really good at so that they are...
405 Views
Who Is Right in the Korean Stock Market? Foreign Investors or Local Retail Investors?
Something very interesting is going on in the Korean stock market, in a tug-of-war between the local retail investors and foreign investors in the...
412 Views