Korean semiconductor export unit prices just hit fresh all-time highs.
Official Korea Customs data for August 1–20 shows total chip exports at a record $26.03 billion, up 198.8% year-over-year. That's 47.2% of South Korea's total exports for the period, which themselves reached a record $55.2 billion.
Export values for DRAM, NAND, SSD and HBM all set new records in the first 20 days of August. The driver is unit prices at historic highs, not just volume. AI demand continues to outrun supply.
The real question: how long do these elevated unit prices hold once the next wave of capacity comes online?
$MU $SKHY $SNDK
Official Korea Customs data for August 1–20 shows total chip exports at a record $26.03 billion, up 198.8% year-over-year. That's 47.2% of South Korea's total exports for the period, which themselves reached a record $55.2 billion.
Export values for DRAM, NAND, SSD and HBM all set new records in the first 20 days of August. The driver is unit prices at historic highs, not just volume. AI demand continues to outrun supply.
The real question: how long do these elevated unit prices hold once the next wave of capacity comes online?
$MU $SKHY $SNDK
