Japanska industrikemikalier fraktas till Sydkorea – första leveransen på en månad

@_Merc_: Enda påverkan är att Japan bojkottas av Sydkoreaner vilket kommer slå mot Japan men inte så mycket mer. Enda som hänt är att SK fått samma status som alla andra länder när det gäller export, ingen frysning eller mostsvarande har skett. Lite storm i ett vattenglas.

There was only a short term spot price spike when the news was initially released that Japan would be reviewing shipments. The much larger contract market was not affected. All forecasts were still that supply would outstrip demand and the pressure would still be downward.

The initial news was also being misinterpreted. Japan was never banning shipments to SK. They were simply going to review all shipments to SK like they do elsewhere. Japan up to then had a specific agreement with SK to no need to go through the normal export steps.

Lastly the actual impact of those specific chemicals on the manufacturing process for DRAM and NAND was also over stated.