China's DRAM Ambitions. As A Convoluted & Tangled Web Unfolds, We Remain Resolutely Bearish.
Tensions created by the stalled US-China trade talks along with the recent US embargo on selling to Huawei has shone a spotlight once again on...
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Nexon Sale: Kakao Is Emerging as the Leading Horse
Yeah, Nexon event is very quiet. Even we didn't have rumor report from local media lately since the main bid closing. So, we are hearing all kinds...
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April Semiconductors Down Again, 14.6% Year/Year
The World Semiconductor Trade Statistics (WSTS) reveal that monthly semiconductor revenues for April were 14.6% below those of April 2018. This...
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Smartkarma’s Week that Was in JP/KR: Nexon, Subaru, Segyung Hitech and Samsung Electronics
Below is the list of Japan/Korea-related posts put on the Smartkarma platform during the week of 03rd June 2019.
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Nexon Sale: Current Status Checkup
This post is a checkup report on the current status of Nexon sale event. Not many news reports have been out on this last week. But SED had one...
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