Smartkarma’s Week That Was in JP/KR: -0.3% GDP Growth, Intel's Warnings, & The Next Joker?
KOSPI is up 7% YTD and Nikkei is up 11% YTD. South Korea reported horrible GDP data in 1Q19. It was reported in the past week that South Korea's...
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Semiconductor Revenues Collapsing, As Anticipated
On April 1 the World Semiconductor Trade Statistics were released illustrating, as we anticipated, that a full-blown collapse is underway. This...
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Korea M&A Spotlight: SK Hynix to Acquire Magnachip's Foundry Business?
On April 22nd, it was reported that SK Hynix Inc (000660 KS) is interested in acquiring Magnachip's foundry business. In 2017, SK Hynix launched...
465 Views
China's New Semiconductor Thrust - Part 3: Market Size and Impact to Competition
China's current efforts to gain prominence in the semiconductor market targets memory chips - large commodities. This three-part series of...
685 Views
China's New Semiconductor Thrust - Part 2: Commodities as a Quick Path to Success
China's current efforts to gain prominence in the semiconductor market targets memory chips - large commodities. This three-part series of...
622 Views