Japan's Second Round of Export Restrictions Against Korea: 4 Candidate Products
The whitelist lifting means that Japan is now able to export restrict about 1,200 materials/products to Korea. It is expected that Japan will...
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Samsung LJY Urgently Left for Japan: What's Being Said Inside Samsung
Samsung LJY made an urgent visit to Japan today. There isn't much information publicly available about his trip schedule. But it'd not be hard to...
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Japan's HT Materials Export Restriction to Korea: List of Suppliers & Replacements
This post lists the companies in both Korea and Japan which are to be affected directly or indirectly by the Abe administration's high tech...
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🇯🇵 Japan • Fortnightly Update - Liquidity Rules
LIQUIDITY RULES - Despite the continuous stream of negative macroeconomic news from Japan and other economies, financial liquidity trends are the...
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JDI: Giving Our Thesis a Full Active Refresh + Apple MicroLED Development
Having spoken to the company at length and thoroughly reviewed our long thesis for JDI, we present a deep dive into JDI's prospects. Apple orders...
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