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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Adoption of Stewardship Code in Korea
Stewardship is defined as "an ethic that embodies the responsible planning and management of resources." In 2010, the UK adopted the stewardship...
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Samsung's Heavy Dependance on Memory Chip Is Worrying Me - 4Q16 Results Review
It is not really surprising to see a quick recovery (in terms of financial performance) in IM given the fact that SEC took a big bath in the...
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Softbank: Will Sprint Bid for T-Mobile? If They Do, the Merger Synergies Could Be Massive.
New Street Research has spent a lot of time looking at a possible merger of Sprint (S US) and T-Mobile (TMUS US) . We recently upped our target...
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Paralyzing Qualcomm's Patent Business? Samsung & Softbank's ARM Will Gain The Most
Personally, I found Korea's FTC decision on Qualcomm very surprising. Of course, it was China who first attempted to levy a fine against Qualcomm's...
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