AI · SEMICONDUCTOR · FACT CHECK
SKD WIRETrue
South Korea's semiconductor exports reached $60.3 billion in September, surpassing the $60 billion threshold for the first time on record, underscoring the central role of chips in the country's export economy amid sustained global demand for AI-related hardware.
September's figure of $60.3 billion marks the first time monthly semiconductor exports have exceeded $60 billion. The result reflects continued strength in demand for memory and other chip products, with AI-driven investment serving as a key tailwind for Korean producers such as Samsung Electronics and SK hynix.
The milestone highlights the growing weight of semiconductors within Korea's overall export mix, where chips have become the single largest category by value.
Robust demand tied to AI infrastructure buildout — including high-bandwidth memory (HBM) and advanced memory products — has supported pricing and shipment volumes throughout the year. SK hynix, a leading supplier of HBM to global AI accelerator makers, and Samsung Electronics have both benefited from this cycle, though the claim itself concerns the aggregate export figure rather than any individual company's results.
Broader market conditions, including corporate spending on data centers and generative AI systems, remain the primary backdrop for the sector's export performance.
The claim that September semiconductor exports totaled $60.3 billion, breaking the $60 billion mark for the first time in history, is True.
