"A great challenge of life: Knowing enough to think you're doing it right, but not enough to know you're doing it wrong."
This news is super-laggy. Q3 2023 was 3 months ago, and we already know that South Korea's (and possibly China's) and SG's industrial activity grew in November and December. And since Q3 2023 was better than Q2 2023, we can make the assumption (note; Assumption) that we are past the worst for the semicon industry in Korea. For now. Until the next thing. Note: It does not automatically mean this is the start of a boom cycle, but we are past the worst of the last bust cycle. Probably.
