The news just broke that SK Hynix and Samsung declined the proposal to repay 18 Billion in upfront costs for power supply in the next 5 years from Korea Electric Power Corp. What’s alarming is the reason why…. “The companies were unsure if such large upfront payments were necessary, citing uncertainty over the long-term durability of semiconductor demand, a company official in Seoul told Reuters. The official spoke on condition of anonymity due to the sensitivity of the matter.” This does put
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