2024. 5. 25. 08:04ㆍU.S. Economic Stock Market Outlook
<For Korea's capitalism >
-- In the age of AI, bamboo shoots are Samsung Electronics and HBM3E--
1. Cormorants are born with fish-hunting DNA. However, ••
The third generation of chaebol cannot inherit corporate management DNA as genetic traits.
Why are the third generation of incompetent start-ups looting corporations, only in Korea, especially in capitalist countries? And why does Loon use such criminals to protect them?
2. The founder and the second generation of the start-up and the third generation of the start-up are completely different.
The second generation of start-ups witnessed the ups and downs of the founder's father's business as he was over the age of 20, and helped his father and shared the ups and downs with his whole body, so he can be counted as 1.5 years of start-ups.
However, the third generation is just a golden spoon. He was born and raised with more care than his children by his founder.
3. In addition, there is little competition between brothers to the extent that it is incomparable to when he was two years old.
Some companies have fought countless times outside, and among them, there are only about ten sons and children in their main house who are smart, and the competition was fierce among them.
4. However, a 3-year-old is only two or three at the most.
Think about it. It's too simple.
What if the best out of two or three and the best out of eight billion compete?
Who will win?
To this simple question, the Republic of Korea is still turning a blind eye to the obvious answer.
5. Taking over corporate management at the third generation of the foundation is like organizing the national soccer team with the children of the national soccer team 30 years ago and hoping to win the FIFA World Cup.
Many companies have already failed when they were two. Hyundai Motor and Hanwha are doing well at the age of three?
6. Samsung Electronics is suffering from porridge. Why? Because the founder's grandson is running it.
7. I've never heard of Morris Chang of tsmc or the child of 黃 Jensen Huang of 勳 of NVDIA taking succession classes at the company.
I've never seen ASML's Peter Wenink follow someone around and watch their faces and mince words.
8. Management rights are not a target for succession, but a goal to be secured. It's simple. You just need to secure 50% of shares plus one share.
What about management? It's right to leave it to someone who's good at management.
It is a crime for the third generation of chaebols, who do not have a large stake, to loot a company in the name of succession of management rights that exists only in Korea. Where else other than Korea is the country where the first purpose of a company is to loot companies?
9. What happens in a company where plundering a company is the number one reason for its management? Did it happen?
--Samsung Electronics' stock price is plummeting because it is still unable to deliver HBM3E to NVDIA. Why?
--This is because Korea-U.S. Semiconductor does not deliver "Dual TC Bonders," which are key equipment for HBM production.
-- Hynix and Micron are producing and delivering HBM3E after receiving the equipment from Korea-U.S. Semiconductor.
-- So why does Korea-U.S. Semiconductor refuse to deliver Samsung Electronics?
-- Since 2000, Korea-U.S. Semiconductor has developed Soing and Placement, which is used in post-semiconductor processing, and has been supplying dozens of units to Samsung Electronics every year.
-- Since 2007, orders have plummeted, and between 2008 and 2012, only one unit has been delivered.
-- Since 2008, Secron, a subsidiary of Samsung Electronics, has sold as many as 158 Soing and Placements to Samsung Electronics and global markets.
-- Korea-U.S. Semiconductor filed a lawsuit, won the first and second trials, received a large settlement, and then cut off the deal with Samsung Electronics.
10. What did Jae-Dragon do when he succeeded (which should be read as looting) by using all means of management control?
They disbanded the HBM team, which had HBM team at least. Why? They say they're very taciturn. What's the result?
This is Samsung Electronics' stock price today.
11. Nevertheless, some newspapers analyze that Jae-Dragon's management vacuum has resulted in today's results.
"Shame on you, alone!"
12. Looting businesses is a crime. Companies that take crime for granted are insensitive to crime and loot other people's technology.
13. In order to properly practice capitalism, it is time for Korea's capitalism 4.0 to begin.
It is common sense that succession of management rights is a crime. The goal is shared prosperity of businesses, society and shareholders.
14. All animal dishes in the water that feed on living things in the water are delicious. However, cormorants are said to have no taste buds. Birds, not fish? Those who have shares of Samsung Electronics and make "Jae-dragon Chan" and "Squeak" twice are proof of bird's appearance.
What's that? If it's once, it's early. If it's twice?
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