Korea's September exports +83.5% to a record $120.9bn; chips +262.8% to $60.3bn, half of all exports
2 items, from 1 Oct 2026 to 1 Oct 2026, oldest first.
AI and technology · New data ·
Korea's September exports +83.5% to a record $120.9bn; chips +262.8% to $60.3bn, half of all exports
Korea's trade ministry reported on 1 Oct record monthly exports of $120.9bn and a record $49.9bn surplus; chip exports topped $60bn for the first time. Exports for January-September reached $814.5bn.
Why it matters. Demand for AI chips has nearly tripled South Korea's chip exports in a year; the build-out shows no slowing in the hardware data yet.
Next. Taiwan's TSMC reports September sales around 10 October.
Micron (30 Sep): quarterly sales $41.5bn (+346%), guides $49-51bn; sees memory shortages through end-2027
Micron reported quarterly sales of $41.46bn against a $34.5bn consensus and guided $49-51bn for next quarter. Its CEO expects memory shortages to persist through 2027; long-term supply contracts carry about $100bn of remaining obligations, roughly 40% of sales.
Why it matters. The biggest US memory-chip maker says demand from AI data centres will outrun supply for over a year, a sign the AI building boom is still accelerating.
Next. Samsung's preliminary third-quarter results in early October.