COVID-19 & Semiconductors: Profit Warnings Piling Up Ahead Of Earnings.
During the most recent earnings season, most semiconductor companies noted only relatively minor impact to their forecasts for the current quarter....
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SK's CGH Block Deal Is Last Preparation for SK Restructuring
What should we make of this block deal by SK E&S on China Gas? First, it should be a well-anticipated one. My point is this block deal should...
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February Semiconductors Show Onset of COVID-19 Decline
The SIA released WSTS semiconductor revenues for February. While there was a small decline attributable to COVID-19, it is clear that February's...
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YMTC: Gap Between Korea & China in NAND Flash Down to 1 Year Or Less?
BTS, smartphones, women's golf, 5G roll-out, and semiconductor chips....These are some of the things that Korea is really good at so that they are...
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Who Is Right in the Korean Stock Market? Foreign Investors or Local Retail Investors?
Something very interesting is going on in the Korean stock market, in a tug-of-war between the local retail investors and foreign investors in the...
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