Semi-Equipment Top Pick: Long Term Secular Winner
In sweet spot of semiconductor equipment spending. More than 50% of wafer fabrication equipment ('WFE') spending is in deposition and etch, which...
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As China Digs for Growth, Can Korea Break Chaebol Dominance?
Both the surge in industrial commodity imports and excavator sales in February confirm the rebound in Chinese fixed investment led by...
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SEC Stake Swap Scenario After SEC Split-Up
In this follow-up to the insight Samsung Top Executive’s Surprising Remark on Restructuring - Implications, I will examine another key issue. What...
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Samsung Top Executive's Surprising Remark on Restructuring - Implications
Samsung’s top executive Lee Sang-hoon made quite a surprising remark yesterday on Samsung restructuring. He said that Samsung restructuring,...
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30,000 Units of LG G6 Were Sold in Two Days - But Don't Get Excited Yet
On the first day in Korea, 20,000 units of G6 were sold. On the second day, another 10,000 units G6 were sold. During the first two days, a total...
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