POPA ReconAbout Shawn Kim:
About Shawn Kim: I heard from several sources that he made some pessimistic comments about memory during the call. A source also said he made similar remarks during the roadshow. Another source said he remains pessimistic about memory and has only temporarily eased his stance in response to market conditions. We've even heard that his views differ greatly from those of the North American team. To clarify the situation, two notes purporting to be from Sean Kim were circulated in Korea today. One of them was actually from 2022, and was edited to make it look like Sean Kim's report was publis…
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