China's New Semiconductor Thrust - Part 1: Why and How?
China's current efforts to gain prominence in the semiconductor market targets memory chips - large commodities. This three-part series of...
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Korea Stock Market Monthly Recap #34 (March 2019)
The top 10 events impacting the Korean stock market, economy, & politics in March were as follows: SEMICONDUCTOR SECTOR WARNINGS KOREAN AIR...
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Smartkarma’s Week That Was in JP/KR: Semiconductor Warnings, Exit of Chairman Cho, & 청년수당
In the past week, there were earnings warnings from three major players in the global semiconductor sector, including Samsung Electronics (005930...
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Samsung Electronics Voluntary Red Flag on 1Q Earnings
SamE voluntarily red flagged its 1Q19 earnings even before 1Q ends. SamE mentioned two things: 1. Falling memory chip prices and 2. slowing demand...
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Micron. Things May Be Getting Worse But They Are Still Remarkably Good.
On Thursday March 21'st 2019, Micron announced latest quarter (Q2FY19) revenues of $5.8 billion, at the bottom end of their forecast range and down...
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