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VOICE ARCHIVE

Christian Davies

@crsdavies
11 posts
2025-09-03
“The idea that SK Hynix could surpass Samsung would have been unthinkable as recently as five years ago - it would be like Dr Pepper suddenly becoming more popular than Coca-Cola.” My big read for the FT about the rise of high bandwidth memory. https://www.ft.com/...
2025-09-03 View on X
Financial Times

How SK Hynix's rise as Nvidia's main HBM chip supplier, ahead of Samsung and Micron, disrupted the old order at the top end of the memory chip market

www.ft.com/content/36be...  [image] Philip Stafford / @staffordphilip : Very nice piece on why memory chips, the unglamorous corner of the chip market, are having a moment in the s...

2024-02-01
Exclusive: SK Hynix has chosen a site in the state of Indiana for its new advanced packaging plant, in a move that will bring Nvidia a step closer to being able to produce its AI processors in the US: https://www.ft.com/...
2024-02-01 View on X
Financial Times

Sources: SK Hynix plans to build an advanced chip packaging plant in Indiana, for stacking DRAM chips to create High Bandwidth Memory chips for Nvidia's GPUs

South Korean company's memory chips will be packaged with Nvidia processors to create more powerful AI products

2023-08-01
Korean economists, officials, and company executives all note that whether Beijing likes it or not, South Korea has already embarked on an unmistakable — albeit untrumpeted — pivot away from the Chinese economy. My latest Big Read for the FT: https://www.ft.com/...
2023-08-01 View on X
Financial Times

A look at South Korea's position in the tech “cold war”, as the country pivots away from China's economy and prepares to comply with the US-led China chip ban

albeit untrumpeted — pivot away from the Chinese economy. My latest Big Read for the FT: https://www.ft.com/... @financialtimes : South Korea's chips and batteries are vital to Was...

Korean economists, officials, and company executives all note that whether Beijing likes it or not, South Korea has already embarked on an unmistakable — albeit untrumpeted — pivot away from the Chinese economy. My latest Big Read for the FT: https://www.ft.com/...
2023-08-01 View on X
Bloomberg

Sources: senior EU and US officials are concerned about China's accelerated push into the production of older-generation chips made with 28nm equipment or above

- China is building more plants than others despite US sanctions  — Officials are worried about impact on domestic chip plans

2023-05-17
“I just go to foreign companies' fabs and stand at the gate, asking engineers to come to our own production lines to do some temporary work and earn some extra money,” a Chinese chip executive told the FT. Our latest for the Financial Times: https://www.ft.com/...
2023-05-17 View on X
Financial Times

As Chinese companies recruit South Korean tech talent more aggressively, Seoul creates a database to monitor South Korean chip engineers' international travel

Seoul says US export controls have made Chinese companies more aggressive in acquiring expertise

2022-11-14
Cryptocurrency theft has become one of North Korea's main sources of revenue, underlining the consequences of the lack of global regulation of digital assets. Our latest Big Read for the FT: https://www.ft.com/...
2022-11-14 View on X
Financial Times

An in-depth look at North Korea's crypto cyber crime, used to support the regime: hacking Axie Infinity and Bangladesh Bank, running a fraudulent ICO, and more

without hurting its position in the global economy owing to its isolation https://www.ft.com/... https://twitter.com/... Christian Davies / @crsdavies : Cryptocurrency theft has be...

2022-09-27
South Korea's science minister has said a “sense of crisis” is gripping the country's semiconductor industry, as the east Asian nation braces for greater challenges from the US and China in an intensifying global chip war. Our latest for the FT: https://www.ft.com/...
2022-09-27 View on X
Financial Times

South Korea's science minister says a “sense of crisis” grips the chip industry, as the country passed legislation in August to boost its global competitiveness

Financial Times :

Zepeto has monetised its audience by offering users the chance to customise their avatars and to design and trade millions of items — mainly clothing, accessories and hairstyles — as well as to create their own virtual worlds. Our latest for the FT: https://www.ft.com/...
2022-09-27 View on X
Financial Times

A look at South Korea-based Zepeto, Asia's largest metaverse platform with 15M to 20M MAUs, as the Naver subsidiary steps up its global expansion

Asia's largest metaverse platform, Zepeto, is stepping up its global expansion as it looks to compete against the Big Tech groups … Tweets: @crsdavies Tweets: Christian Davies / @c...

2022-08-01
“Samsung still has a chance to draw customers in again if it can boost the yield rate of advanced chips,” said James Lim, an analyst at California-based hedge fund Dalton Investments. “No one wants to shoulder the risk of completely relying on TSMC.” https://www.ft.com/...
2022-08-01 View on X
Financial Times

A look at Samsung's mounting semiconductor problems: reportedly losing Qualcomm and Nvidia's business to TSMC, Galaxy S22 lagging iPhone 13's chips, and more

Financial Times : Tweets: @wholemarsblog , @crsdavies , and @chinabeigebook Tweets: @wholemarsblog : Samsung seeks to reassure markets over semiconductor competitiveness They lost...

2022-03-28
South Korean webtoons still remain unknown to many outside East Asia, even as they gather a burgeoning army of young non-Asian fans and target the American market. Our latest for the FT: https://www.ft.com/...
2022-03-28 View on X
Financial Times

A look at the rise of South Korea's webtoons, comic strips that are designed to be read on a smartphone, as they take off in the US, Southeast Asia, and Japan

Financial Times :

FT Edit is a really exciting development, and I'm delighted that our feature on South Korean digital comics is one of the 8 in-depth articles to be selected for the inaugural edition. Korea punching above its weight once again. https://www.ft.com/... https://twitter.com/... https://twitter.com/...
2022-03-28 View on X
Financial Times

A look at the rise of South Korea's webtoons, comic strips that are designed to be read on a smartphone, as they take off in the US, Southeast Asia, and Japan

Financial Times :