Tech Supply Chain Tracker (17-Oct-2025): Samsung to use ASML's lithography tools against
Samsung plans to acquire ASML's lithography tools to compete with TSMC, while telecoms in Taiwan report record revenues, and Apple seeks tax...
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Korea’s Div Tax Story Suddenly Hits a Radical Inflection: Targeting Samsung Elec & Hyundai Motor
The Presidential Office’s policy chief just signaled the upcoming dividend tax reform could be far more aggressive than expected, directly...
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Smartphone 3Q25: A Little Bit Better, Just a Little
Smartphone unit growth remains low at ~3% YoY, with premium replacement demand solid and improvements in Emerging Markets.
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Tekscend Photomask IPO Trading - Priced at the Top, but Still Relatively Cheap
Tekscend Photomask (429A JP), a manufacturer and distributor of semiconductor photomasks, raised around US$900m in its Japan IPO. In this note, we...
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KRX Short Interest Weekly (Oct 10th): HYUNDAI ROTEM, Samsung Electronics, Hyundai Motor, SK Hynix
We analyzed KRX short interest report for the past week and highlighted short interest changes in HYUNDAI ROTEM, Samsung Electronics, Hyundai...
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