Korea / Special Sits, Pairs, Index Rebalancing, Clepsydra Capital

Sanghyun Park

Korea / Special Sits, Pairs, Index Rebalancing

Equity Bottom-Up

What is really in the mind of Chairman Chey? What is his “big picture”? What is certain is that he has a long-term strategy for the entire SK Group. He has spent more than 3 years contemplating this strategy in his prison cell. It is the time for him to put the ideas into action.It is a well-known fact that Chairman Chey is aiming to build the following three major pillars for SK Group: energy (SK Innovation - 096770), telecommunication (SK Telecom - 017670) and semiconductor (SK Hynix -…

What is really in the mind of Chairman Chey? What is his “big picture”? What is certain is that he has a long-term strategy for the entire SK Group. He has spent more than 3 years contemplating this strategy in his prison cell. It is the time for him to put the ideas into action.It is a well-known fact that Chairman Chey is aiming to build the following three major pillars for SK Group: energy (SK Innovation - 096770), telecommunication (SK Telecom - 017670) and semiconductor (SK Hynix -…

SK Telecom (017670): What Is Chairman Chey Really Thinking?

Semiconductors, Memory and SSDs Specialist, Objective Analysis

Jim Handy

Semiconductors, Memory and SSDs Specialist

Objective Analysis

Objective Analysis offers third-party independent market research and data for the semiconductor industry and investors in the semiconductor industry.

Semiconductors, Memory and SSDs

Thematic (Sector/Industry)

<ul>
<li>The SIA commented today on the impact to US semiconductor makers of sanctions against Russia</li>
<li>Russia accounts for negligible consumption of technology products, so embargos should not materially impact chip sales</li>
<li>The SIA believes that there are sufficient alternate sources of supply that the absence of Russian raw materials should not pose an immediate risk</li>
</ul>


The SIA commented today on the impact to US semiconductor makers of sanctions against Russia
Russia accounts for negligible consumption of technology products, so embargos should not materially impact chip sales
The SIA believes that there are sufficient alternate sources of supply that the absence of Russian raw materials should not pose an immediate risk


South Korea

SK Hynix Inc. provides products and services for the electronic components industry. The Company manufactures semiconductors, such as dynamic random access memory (DRAM), NAND flash memory, and static random access memory (SRAM) chips.

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SK Hynix (000660 KS)

SK Telecom (017670): What Is Chairman Chey Really Thinking?

What is really in the mind of Chairman Chey? What is his “big picture”? What is certain is that he has a long-term strategy for the entire SK...

Sanghyun Park

Ukraine Invasion's Semiconductor Impact

How will the chip market be impacted by sanctions against Russia? The SIA expects a negligible demand decrease and no short-term impact tot he...

Jim Handy

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