AI · SEMICONDUCTOR · FACT CHECK

SKD WIRE

EN WIRE · 2026-10-01 10:59

September Exports Hit Record $120.9 Billion, with Semiconductors Topping $60 Billion for First Time

True

September Exports Hit Record $120.9 Billion, with Semiconductors Topping $60 Billion for First Time
Image source: 조사 출처

South Korea's September exports reached $120.9 billion, the largest monthly figure on record, driven by a historic milestone in semiconductors, which posted more than $60 billion in monthly shipments for the first time.

원문 주장 (KR)
9월 수출 1209억 달러 '사상 최대'…반도체 첫 600억 달러 돌파

Semiconductor Boom Drives the Record

Semiconductors crossed the $60 billion mark in a single month for the first time, serving as the primary engine behind the overall export record. The surge reflects sustained global demand for memory and advanced chips used in AI data centers and other high-performance computing applications.

Broader Export Momentum

The $120.9 billion September total marks an all-time high for monthly exports, underscoring the strength of the country's trade performance. The chip sector's outsized contribution highlights the concentration of Korea's export growth in the semiconductor industry, where companies such as Samsung Electronics and SK hynix are major global suppliers.

AI Demand as a Structural Tailwind

The record chip shipments come amid booming investment in AI infrastructure worldwide, which has lifted demand for high-bandwidth memory and other advanced semiconductor products. The monthly milestone suggests that AI-driven memory demand has translated directly into export figures at an unprecedented scale.

The claim that September exports hit a record $120.9 billion and that semiconductors surpassed $60 billion in a single month for the first time is True.

Sources — primary documents (10)
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  2. https://www.motir.go.kr/kor/article/ATCL8764a1224/155119231/view
  3. https://www.news1.kr/economy/idustry-trade/6307108
  4. https://www.motir.go.kr/kor/article/ATCL3f49a5a8c/172145/view
  5. https://www.korea.kr/news/pressReleaseView.do?newsId=156003210
  6. https://www.motie.go.kr/kor/article/ATCL3f49a5a8c/147681/view
  7. https://tradedata.go.kr/cts/hmpg/openETS0100173Q.do
  8. https://www.motir.go.kr/editor/j54f8ed5d3f7d4abb9fe2947e8f0a9f7c1.jpg
  9. https://postfiles.pstatic.net/MjAyNjEwMDFfMjk4/MDAxNzkwODE2Mjc1NDYx.GXGnM3YqkOS6ZHTLMqsmOkMpgONvNB6b7ai_19DO0sgg.Ueb1mDPgGhtbWLvuW7fa6tetKJUH3b9WI_ZfZj6zKmUg.JPEG/%EC%B5%9C%EB%8C%80%EC%88%98%EC%B6%9C.jpg?type=w966
  10. https://d18r0a86za96sg.cloudfront.net/wp-content/uploads/2026/06/12024317/SK-hynix_EDTM2023_01-1.png

KR: /news/20261001-041caa · 판정: 사실