Monday, February 23, 2026

South Korean trade data: chip exports rose 134% YoY, while computer peripherals rose 129% in the first 20 days of February, extending gains driven by AI demand (Heesu Lee/Bloomberg)

Heesu Lee / Bloomberg:
South Korean trade data: chip exports rose 134% YoY, while computer peripherals rose 129% in the first 20 days of February, extending gains driven by AI demand  —  South Korea's exports extended their growth momentum in early February, driven by resilient semiconductor demand even as trade uncertainty persists over US tariff policy.



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An interview with Intel's leadership, including CTO Pushkar Ranade, on AI chip demand, lessons from 10nm, whether Intel can catch up to TSMC, Terafab, and more (Dwarkesh Patel/Dwarkesh Podcast)

Dwarkesh Patel / Dwarkesh Podcast : An interview with Intel's leadership, including CTO Pushkar Ranade, on AI chip demand, lessons fr...