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◆ TESSARA JULY 23, 2026 Korea semiconductor exports $34B PER MONTH +14.0% MoM · +171.0% YoY Monthly Korea semiconductor exports (HS 8541/8542), the hardest macro read on AI and memory demand. $0.0B $10B $20B $30B Prior peak $30B Breakout Jul '25 Nov '25 Feb '26 Jun '26 tessara.tech Source: UN Comtrade

Korea is exporting $26B of chips a month

South Korea, the world memory hub, is now shipping about $26B of semiconductors a month, more than double a year ago. Customs data is the hardest macro read on global AI and memory demand.
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