‼️South Korea's exports are absolutely EXPLODING: South Korea's exports rose +53.2% YoY in May to a record $87.75 billion, the largest increase since January 1984. This marks the 12th consecutive month of YoY export growth, driven almost entirely by chip sales surging +169% YoY as global AI investment by US technology firms continues to accelerate. Furthermore, computer-related product shipments surged more than +290% YoY. The data comes as global memory chip conditions remain extremely tight, with DRAM prices up ~30–40% in 2026, though the scale of any supply constraints and energy-related cost pressures remains uneven across producers. Once chip prices eventually normalize, the correction could be deeper than anyone expects.