Memory: No Longer a Sharp Price Hike in 2H17 and Investors Might Return in 1H18
Summary No longer a sharp price hike in 2H17: We estimate memory contract price increase of 4-6% q/q in 3Q17 and attribute the stronger DRAM...
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Sector Capsule: Wearable Electronics in South Korea
In 2017 smart wearables record retail volume growth of 28% to reach sales of 628,000 units thanks to increasing product diversification and...
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The Week That Was in NorthAsia@Smartkarma: Korea, Toshiba, and Korea
It has been another great week for risk in otherwise low volatility and low volumes across most markets in the world. In Asia, only Australia,...
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Short Samsung C&T? SamE Spinoff-Based C&T Holdco Conversion Is Still A Real Possibility
Should we short Samsung C&T Corp (028260 KS) now? This question is the same as "Will Samsung C&T never become Samsung's holdco?" Of course,...
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A Brief Analysis Of The Current Semiconductor Growth Cycle
The semiconductor sector has grown at a remarkable pace for the past nine months and there’s little sign of it slowing down anytime soon. In June...
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