Samsung's Long-Term Survival Plan for Semiconductor Business - Focus on Foundry Rather Than SoC
I said in my previous insight that Samsung is still far from having a robust business foundation in the semiconductor area, which can...
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SK Hynix Sniffs Around Stake Investment in Toshiba's Memory Spinoff - Why & How?
In the 4Q16 earnings conference call, SK Hynix said that it was closely watching the situation surrounding Toshiba's new memory company. This means...
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Whale Watching in the Korea Stock Market
There is an adage in the financial market that says, "Don't fight the FED." In the Korea Stock Market, there is an adage that says, "Don't fight...
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Toshiba Announced to Split the Cash Cow Memory Business; What's the Next?
Summary What's new? Toshiba announced on Jan 27, 2017 to split the cash cow memory business by March 31, 2017. Why? We expect Toshiba is looking...
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Fragmented Terror Threat
Bill Udell and Jonathan Wood talk about how companies are becoming susceptible to a more fragmented, less predictable global terrorism threat in...
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