Yoon Joon-Won: List and Korea

yoon joon-won: The new list comes a month after Japan imposed export curbs on three key materials used in Korea's chip industry. ; Some of the products to be removed from the white list could become a problem, such as blank masks or shadow masks products that Japanese makers monopolize, said Yoon Joon-won, a fund manager at HDC Asset Management, according to The Japan Times. Many people don't expect Samsung will shut down its plants because of this, but if the removal from the white list takes effect, there will be a Korea risk premium for investors. Japan confirmed Friday it will remove South Korea from a list of trusted export destinations, which would expand the number of materials used by South Korean makers of OLED screens, televisions and semiconductors that are subject to restrictions. South Korea's two tech giants, Samsung Electronics Co. and SK Hynix Inc., are already struggling with the earlier export restrictions. Tensions between the two countries have been flaring over whether Japan has sufficiently compensated Koreans who suffered under Japan's 1910-45 colonial rule of the peninsula. Shares of Samsung fell as much as 2 percent in Seoul on Friday, while SK Hynix dropped as much as 3 percent. (news.financializer.com). As reported in the news.

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