South Korean national statistics data: chip output grew 65.3% YoY in February 2024, the most since late 2009, with demand for AI-related memory driving growth
- Chip exports continue to grow, boosting optimism for economy — High-performance memory chips supplied to Nvidia among drivers X: @samkimasia X: Sam Kim / @samkimasia : South Korea produced the most...
A look at SK Hynix's NAND flash memory chip plant in Dalian, China, acquired from Intel for $9B in 2020, which is now in limbo because of US-China export rules
Bloomberg : X: @mackhawk , @samkimasia , @samkimasia , and @pstasiatech X: Mackenzie Hawkins / @mackhawk : New: South Korea's economy relies heavily on chips. That makes it especially vulnerable to U...
SIA data: global semiconductor sales declined 3% YoY in September, the first drop since early 2020; South Korean chip manufacturing dropped by 3.5% YoY
Sam Kim / Bloomberg : Tweets: @samkimasia and @samkimasia Tweets: Sam Kim / @samkimasia : South Korea's economy may be headed for a further slowdown as global chip sales contract for the first time i...
South Korea's trade ministry data shows its DRAM chip exports fell 24.7% YoY in August 2022, the biggest drop since 2019, indicating a deepening slump in demand
Sam Kim / Bloomberg : Tweets: @samkimasia Tweets: Sam Kim / @samkimasia : South Korea's most important export, DRAM, fell by the most since 2019, further clouding the outlook for the global semicondu...
South Korea's national statistics office: semiconductor shipments from South Korean chipmakers fell 22.7% YoY in July 2022, the first drop in almost three years
Sam Kim / Bloomberg : Tweets: @samkimasia Tweets: Sam Kim / @samkimasia : Trouble may be brewing for world semiconductor market, as Korean chipmakers report declining shipments and mounting inventori...