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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SKT's Asiana Takeover & Intermediate Holdco Conversion Timeframe
KDB is scheduled to put out a public notice of Asiana sale on July 25. All attention is now being placed on SK Group. Several other chaebols are...
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WDC Impact from Toshiba Power Outage
Toshiba's Mid-June power outage raised some alarm about potential product shortfalls for Western Digital (WDC). This Insight evaluates the likely...
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