Semiconductor Memory Prices Still Falling
Memory chips are a strong indicator of the overall health of the semiconductor market. Recent upward motion in memory prices has given some...
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Japan's Second Round of Export Restrictions Against Korea: 4 Candidate Products
The whitelist lifting means that Japan is now able to export restrict about 1,200 materials/products to Korea. It is expected that Japan will...
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Samsung Etching Gas Situation Checkup: Samsung Is Still a Short
Samsung is not getting etching gas from Japanese suppliers. This situation hasn't changed since early July. Then, what's really going on at...
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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,...
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