Odaily Planet Daily reports: Analyst Jukan from Citrini posted on X that preliminary export data for South Korea from June 1 to 20 shows year-over-year growth of 342% and month-over-month growth of 3% for DRAM modules; year-over-year growth of 336% and month-over-month growth of 28% for NAND flash; year-over-year growth of 209% and month-over-month growth of 51% for MCP, i.e., HBM; and year-over-year growth of 405% and month-over-month growth of 25% for SSDs.
South Korea's June SSD exports surge 405% year-over-year
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Summary
On-chain data from South Korea’s June 1–20 export figures reveals a sharp increase in storage chip shipments. SSD exports surged 405% year-over-year and 25% month-over-month. DRAM (including modules) rose 342% year-over-year and 3% month-over-month. Flash NAND increased 336% year-over-year and 28% month-over-month. MCP/HBM grew 209% year-over-year and 51% month-over-month. On-chain analysis indicates sustained demand in global technology markets.
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