SK Hynix Press on Uptrend Inflection
We have maintained a short posture in Korea and held a bearish view targeting 285-82 on the Kospi 200 while holding a relative long in SK Hynix...
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SK Holdings (034730 KS): AMPAC Acquisition - Summary & Ramifications
SK Holdings Co Ltd (034730 KS) said in a regulatory filing that it had acquired a 100% stake in Fine Chemicals Holdings Corp. which is the parent...
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Semiconductor Memory- China Progress And Prospects Review Q2 2018
China's ambition to develop an indigenous semiconductor memory industry as a key tenet of its "Made In China 2025" initiative has understandably...
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Korean Holdcos: Closer to A Mandatory Increase in Ownership Stakes of Affiliates in 2H18
It has been more than a year since the start of the Moon Jae-In administration and there has been a lot of discussions about changing the...
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A Semiconductor Downturn's Coming, But How Bad Will It Be?
During June three important semiconductor forecasts were released. While one predicts growth through 2019, the other two agree that a downturn is...
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