InterBattery 2023by Admin on 02-13-2023 at 4:21 pm
InterBattery 2023, first launched in 2013 in Seoul, Korea, is Korea’s leading battery exhibition showcasing various new products and technologies related to battery industry.
Running concurrently as a part of ‘Energy Plus’, it attracts over 900 domestic and overseas exhibitors and 1,500 booths! InterBattery 2023 has served… Read More
-Lam reports record QTR and great guide amid growing anxiety
-Weakness has not yet trickled down to Lam’s order book
-Company contacted by US government on new China restrictions
-Combination of supply issues/China/economy cut WFE view
Numbers are great
Lam reported revenues of $4.64B and EPS of $8.83 which represented… Read More
iMiD 2020by Admin on 05-27-2020 at 12:36 am
International Meeting on Information Display (IMID) 2020 will be held at COEX in Seoul, Korea from August 25 to 28, marking the 20th in its conference series. On behalf of the organizing committee, I sincerely appreciate your attention on the conference.
IMID has annually taken place since 2001 organized by the Korean Information… Read More
In this second article about China’s role in the global semiconductor industry I analyse the impact of the Chinese government’s Big Fund and compare Chinese investments in semiconductor R&D with those in other countries. In my previous article, I looked at the possible effects of a US-China decoupling in the… Read More
Qualcomm was hit in December with a $853M fine by the Korea Fair Trade Commission (KFTC) for not fairly sharing patents related to mobile phone chipsets. In setting the standards for CDMA, WCDMA and LTE, agreements were struck that enable sharing technology to advance the standard. Fair, Reasonable and Non-Discriminatory (FRAND)… Read More
Samsung, #1 in the mobile phones based on unit shipments, has two big problems in mobile. Apple’s iPhone; and China in general and Huawei in particular in the Android world where they live. They have just announced their fifth quarter of decline. Revenue was down 8% year on year but operating profit declined 38%. They sold … Read More