Korr standing in the center of a doorway means the answer is no. Korr standing to the left side means: proceed and I am watching. Nu learned the vocabulary inside the first two visits. Some words aren`t said, just felt. @FinalbosuX

Korean media reports that Nvidia has asked substrate makers in South Korea, Japan, and Taiwan to complete glass substrate development within two years, potentially before 2028.

Korean media reports that Samsung is considering expanding its 4nm capacity and investing in a new 2nm production line to meet surging demand for HBM4 base dies and prepare for HBM5. Amid strong demand, Samsung has reportedly recently raised prices for new 4nm foundry orders, as well as for HBM4 base dies. Samsung also expects its Q3 HBM4 revenue to more than triple quarter over quarter, with HBM4 accounting for well over 60% of its total HBM revenue in the second half.

Korea’s export machine is now a chip machine. Korea Customs Service figures for Sept. 1-20 put outbound shipments at $71.4 billion, up 78.3% from a year earlier. That is a record for any 20-day window. Daily average exports rose 89.8% to $4.61 billion. Chips did the heavy lift. Semiconductor exports hit $34.1 billion, up 259.4%, and took 47.8% of the total. A year ago that share was about 24 points lower. Phones were the rare soft spot, down 0.4%. Oil products rose 47.8%. Cars rose 9.3%. Ships rose 63%. China took $16.6 billion, up 113.8%. The US took $14.2 billion, up 118%. Vietnam and the EU also grew. China, the US, and Vietnam together were 51.4% of exports. Imports rose 26.7% to $48.4 billion. The trade surplus was about $23 billion. This is an official print, not a forecast. It also means almost half the country’s 20-day export book now sits in one product.

"Korea is one of the countries where the risk of financial impact, should there be disappointment, is quite visible in the way the stock market in Korea has been going rapidly up and down." Managing Director @IMFNews @KGeorgieva, discusses the various players in the AI supply chain. ⏯️ #QatarEconomicForum# #UNGA81#

"Korea is one of the countries where the risk of financial impact, should there be disappointment, is quite visible in the way the stock market in Korea has been going rapidly up and down." Managing Director @IMFNews @KGeorgievatouches, discusses the various players in the AI supply chain. ⏯️ #QatarEconomicForum# #UNGA81#