ChainThink reports that, according to Jukan, an analyst at Critini Research, citing South Korean IT technology media The Electronic News, South Korea's storage semiconductor exports in June are expected to reach a record high, surpassing May's record of $37.16 billion.
According to data from the Korea Customs Service, from June 1 to 20, South Korea's exports of major storage products exceeded $23 billion, surpassing 60% of the total for all of May.
Reports indicate that total storage semiconductor exports in June are expected to reach $38 billion to $42 billion, driven by AI demand and supply shortages.
By category, HBM exports increased by 51% month-over-month, and the HBM shortage is spilling over into general-purpose DRAM, NAND, and SSDs.
The average price of general-purpose DRAM has risen to two to three times the level of the same period last year, while demand for NAND and SSDs, driven by the construction of AI inference servers, increased by 25% to 28% month-over-month.
The share of memory semiconductors in South Korea’s overall semiconductor exports rose from 70% to 90%. This month, combined exports of memory and system semiconductors reached $25.5 billion, with total semiconductor exports for June expected to range between $42 billion and $46 billion.
As performance strengthened, securities firms have raised their profit forecasts for South Korean memory companies.