Korea's chip exports more than tripled in October as memory runs short

Technology & AIEnergy & IndustryRetail & ConsumerTransport & LogisticsJapan and Korea · global

What changed

On 1 November Korea's trade ministry said October exports were US$115.28bn, up 93.7% on a year earlier.
Chip exports were US$56.44bn, up 259.4%, with an overall trade surplus of US$42.5bn.
SK hynix said on 28 October that demand will exceed supply through 2030. Long-term deals already cover over half its 2027–28 capacity.
Samsung's CFO said on 29 October that 2027 memory demand will "far exceed supply".

Korea chip exports held near September's record

For subscribers

The full signal, with what it means, the decision and our call, is for subscribers.

Plans

Read it yourself, or bring your team.

€290 / year

The full Individual plan at a founding rate, held for as long as you stay subscribed. For the first 100 readers only.

€490 / year

The weekly Radar, every monthly Brief with its strategy pack, the watchlists, our scored calls and the full archive. Or €49 a month.

€7,500 / year

Everything above for up to fifteen readers, plus the quarterly 12–36 month outlook and a 60-minute briefing with your leadership team.

Prices exclude VAT. The founding rate closes at 100 readers. Independent: no company pays to be covered, and no subscriber shapes the conclusions.

Tell us your sector and plan, and we will be in touch.

Already a subscriber? Sign in