Electronics Space Challenged by Need for Catalyst

Nam Hyang Kim
Nam Hyang Kim, CFA, joined Arete Research Services LLP in 2009 and is a Senior Analyst based in the firm’s Hong Kong office. Mr. Kim focuses on global memory, display, PC and battery sectors. Prior to Arete Research Services LLP, he spent nine years for IHS iSuppli, and led IHS iSuppli’s memory research team to become one of the highest-respected research groups in the industry. Before HIS iSuppli, Mr. Kim was a Product Engineer in technical marketing and sales at SK Hynix Semiconductor, and served as Logistics Manager for the IBM and Sun Microsystems Worldwide accounts. Mr. Kim earned his MBA at Carnegie Mellon University. He is a CFA charterholder. Profile
TWST: What are some of the trends you are seeing in the electronics components space?

Mr. Kim: Right now we are seeing a situation where the IT sector in general is fairly depressed,