Expected to set a new record high, South Korea's storage semiconductor exports in June reached $38 billion to $42 billion.

Gold Financial reports, Citrini analyst Jukan posted on the X platform that, driven by AI demand and supply shortages, South Korea's storage semiconductor exports and unit prices rose simultaneously in June. Data from Korea Customs Service trade statistics show that, as of June 20, 2026, the total export value of major storage products exceeded $23 billion, accounting for more than 60% of the total export value of $37.16 billion in May.
Based on recent monthly growth of HBM, NAND, and SSD, the total export value of storage semiconductors in June is expected to reach between $38 billion and $42 billion, surpassing last month's record and hitting a new all-time high. In June, the export values and unit prices of various storage semiconductors increased in tandem, with MCP, i.e., HBM, exports growing by 51% month-over-month.
Affected by continuous investments in AI data centers by global tech giants like NVIDIA, supply shortages of HBM3E and HBM4 centered around SK Hynix persist. Since wafers are concentrated on HBM production, the supply of general-purpose DRAM has relatively decreased, with the price of general DRAM rising to about 2 to 3 times that of the same period last year. Demand for NAND flash and SSDs has grown with the expansion of AI inference server construction, with both products increasing by 25% to 28% month-over-month. The share of storage products in total semiconductor exports has risen from the previous 70% range to 90% this month. The combined export value of storage and system semiconductors reached $25.5 billion, and the total semiconductor export in June is expected to be between $42 billion and $46 billion.
Hanwha Investment & Securities researcher Park Junyoung stated that South Korea's storage industry is currently overcoming weaknesses through long-term supply agreements and HBM tools, and even if future profitability declines, operating profit decreases will not be as severe as in the past.
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