Is SEMCO Entering Apple Supply Chain for Cameras?
Looking into the following news that Samsung Electro Mechanics Co, Ltd. (009150 KS) will be supplying iPhone 12 from 2H2020. They key is the...
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The U.S. Government Formally Requests LG Uplus to Stop Using Huawei Products
This morning, it was widely reported in several local media that the Robert Strayer (Deputy Assistant Secretary at the U.S. State Department's...
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The 5G Problem - SELL Theme Themes
One of expected beneficiaries of the COVID pandemic has been the 5G supply chain in Korea with government increasing their 5G spend as well as the...
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Can The "Co-Operation Companies Profit Sharing System" Really Be Passed into Law in Korea?
One of the most significant regulations to look out for in Korea in 2H 2020 is the "Co-operation Companies Profit Sharing System" (협력 기업이익공유제),...
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Samsung's ARM Takeover Noise on 1P Discount: Three Reasons Why It Won't Happen
Would Samsung pursue SoftBank's ARM?First, we don't know for sure yet whether SB will sell it or go through with an IPO.Nonetheless, Korea's local...
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