Monday, May 22, 2023

China's Micron ban means South Korea's Samsung and SK Hynix could fill the void, an uncomfortable position because of their exposure to China and US pressure (Wall Street Journal)

Wall Street Journal:
China's Micron ban means South Korea's Samsung and SK Hynix could fill the void, an uncomfortable position because of their exposure to China and US pressure  —  Samsung, SK Hynix would be best positioned to fill Micron's void, though geopolitical pressure from both Beijing and Washington make for a tough choice



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Tens of millions of South Korean retail investors, the market's biggest buyers in 2026, were caught in this week's selloff, as Samsung and SK Hynix tumble (Song Jung-a/Financial Times)

Song Jung-a / Financial Times : Tens of millions of South Korean retail investors, the market's biggest buyers in 2026, were caught i...