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....
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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...
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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...
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Biotech & Pharma Moving Up As Short Covering Continues
The Korea Exchange (KRX) publishes outstanding short position data daily with a two day lag. The data below is of the close of 10 April 2020, the...
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KOSPI200 Rebalance Preview - In The Home Straight
The Korea Exchange (KRX) will announce the results of the June 2020 review of the KOSPI 200 in May. The constituent changes will be effective from...
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