The Aftershocks of Japan Excluding South Korea from Its Whitelist of Preferred Trading Countries
This morning, the Japanese government announced that it will officially remove South Korea from its whitelist of 27 preferred trading countries....
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Samsung Situation: Memory Production Cut Checkup
Samsung will have 2Q earnings CC this Wed July 31. The whole focus will be on memory chip production cut. Micro started it, and Hynix followed. So,...
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Exclusion of South Korea from Japan's "Whitelist" Of Countries: D-Day - August 2nd?
Since the announcement of Japan's initial round of economic restrictions on South Korea on July 1st, this situation has morphed into much larger,...
515 Views
TSMC. Shrugging Of The Competition With Robust 2H19 Outlook & Increasing Demand For Both 7nm & 5nm
With second quarter revenues of $7.75 billion slightly ahead of expectations and up 10.2% sequentially, Taiwan Semiconductor Manufacturing Company...
421 Views
ASML. Logic Strength Offsets Memory Weakness To Drive YoY Growth; EUV For DRAM A Major Tailwind
ASML last week reported earnings marginally ahead of expectations and delivered an upbeat outlook which reiterated the company's forecast for 2019...
352 Views