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 are some of the South Korean tech companies mentioned that are doing well?

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How have the export restrictions from Japan affected Korean companies?

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What strategies are Korean companies adopting in response to the trade restrictions?

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What is the expected impact of the trade spat on Japanese suppliers?

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What factors will determine the market share changes among DRAM and NAND companies?

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