PSA Materials: Japan’s Export Restrictions on South Korea
Tags: Samsung Electric (005930 KS), Tokyo Electron (8035 JT), Screen Holdings (7735 JT), Disco Corporation (6146 JT), Huawei (pvt.), Foosung Co (093370 KS), Soulbrain Co (036830 KS), Descente (8114 JT), Mitsubishi Heavy Industries (7011 JT), Nippon Steel (5401 JT), Ube Industries (4208 JT), Kaneka (4118 JT), Kanto Denka (4047 JT), Showa Denko (4004 JT), JSR (4185 JT), Tokyo Ohka Kogyo (4186 JT), Shin-Etsu Chemical (4063 JT), TSMC (2330 TT), Sumitomo Chemical (4005 JT), Daikin (6367 JT), Stella Chemifa (4109 JT), Morita Chemical Industries (priv.), Befar (priv.), Kanto Denka (4047 JT).Japan and Korea continue their trade spat, giving IC markets some jitters. Representatives from the two countries will present their cases to the WTO next week, but an easy solution appears unlikely. We outline the background to recent events and some immediate consequences, and discuss issues affecting this technology supply chain.
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
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