Simon Wu

Head of Korea Research and APAC Technology Coordinator at Bank of America Global Research, providing analysis on South Korea's semiconductor industry and tech sector dynamics.

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Apr 9, 2026 • 20min

South Korea Government Considers Extra Budget , US-Iran Ceasefire Tested

Barbara Leaf, former U.S. Assistant Secretary of State for Near Eastern Affairs, provides seasoned analysis on Middle East diplomacy. Simon Wu, head of Korea research at Bank of America Global Research, breaks down Korea's semiconductor dynamics. They discuss shaky ceasefire prospects, Strait of Hormuz disruptions and oil swings. They also explore AI-driven memory demand, chip supply constraints and global fab diversification.

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