Kioxia Fire: Small Impact Anticipated
On January 7 Kioxia (formerly Toshiba Memory) suffered from a small fire in one of its chip making plants. This SmartKarma analyzes the impact...
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Korea - Shorts Increase on Samsung Elec, Celltrion, Shinhan; Decrease on Semco, Hyundai Motor, KT
The Korea Exchange (KRX) publishes outstanding short position data daily with a two day lag. The data below is of the close of 3 January...
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Smartkarma Originals
China Semiconductor Progress & Opportunities Review 2020
Since the launch of China's ‘Made in China 2025’ strategic plan in 2015, billions of dollars have been invested to bolster the country's...
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Mcnex - A Leading Producer of Camera Modules for Smartphones and Autos
Mcnex Co Ltd (097520 KS) is a leading Korean manufacturer of camera modules for smartphones and autos. Our base case valuation for the company is...
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November Semiconductor Stats Good, But China Inventory Build May Be Misleading
Monthly chip revenues declined slightly in November, according to the SIA. This SmartKarma Insight examines recently-reported industry revenues to...
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