July 12, 2019 - 3:39 PM EDT
Korea IT H/W: Better-Than-Expected DRAM Prices In Q4 2019




Korea IT H/W: Better-Than-Expected DRAM Prices In Q4 2019

Huawei ban lifted for the most part, Japanese restriction limited to EUV PR

Since the G20 summit, Washington's restrictions on Huawei have been eased as Huawei is allowed to use US parts as long as these parts do not pose a threat to US national security. We believe, at minimum, smartphones, servers, and notebooks will remain unharmed by the US ban on Huawei. Huawei's servers are mostly sold in China, so Intel's (INTC) CPU supply would be unaffected. Meanwhile, Japan's restrictions on its Korea-bound exports of three semiconductor materials (photoresist, etching gas, fluorine PI) and

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Source: SeekingAlpha (July 12, 2019 - 3:39 PM EDT)