S. Korean Chipmakers Looking to Localize Supply Chain: CLSA

The video discusses the impact of Japan's export restrictions on South Korean tech companies, highlighting how these restrictions have prompted Korean companies to localize their supply chains. The discussion covers inventory levels, approval processes, and the potential effects on Japanese suppliers. Despite the trade issues, no significant changes in market share for DRAM and NAND companies are expected in the short term. The future impact depends on the duration of the trade spat.

What strategy are South Korean companies encouraged to adopt due to Japan's export restrictions?

• Localize their supply chains

• Expand into new markets

• Increase imports from Japan

• Reduce production

How long can the current inventories last for South Korean companies?

• 1 to 2 weeks

• 2 to 3 months

• 6 to 12 months

• Over a year

What is the nature of Japan's export restrictions on South Korean companies?

• Mandatory joint ventures

• An extended approval process

• A complete ban on exports

• Increased tariffs

Which products are mentioned as being affected by the trade spat?

• Semiconductors, steel, and automobiles

• Food products, machinery, and plastics

• Polyamides, photoresists, and hydrogen fluoride

• Textiles, electronics, and chemicals

What is the expected impact on the market share of DRAM and NAND companies?

• Complete market shift

• Significant increase

• No meaningful change

• Significant decrease