Alll quiet on the Eastern Front... too quiet, actually.
A month ago, we started the conversation about what might happen to the electronics supply chain if North Korea went sideways on the world. At the time, the north was saber rattling in the worst way. (See: Time to Think About Korean Contingencies and Infographic: North Korea's Road to War.)
Since then, the rhetoric has dialed back a bit, but the tensions remain. IHS iSuppli helps put things into perspective. Here's one data point:
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- In 2012, 66 percent of industry revenue for the dynamic random access memory (DRAM) market, as well as 48 percent of total NAND flash revenue, belonged to the two South Korean memory titans Samsung and SK Hynix.