AI · SEMICONDUCTOR · FACT CHECK

SKD WIRE

EN WIRE · 2026-10-01 13:44

September Semiconductor Exports Top $60.3 Billion, Crossing $60 Billion Mark for the First Time

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September Semiconductor Exports Top $60.3 Billion, Crossing $60 Billion Mark for the First Time
Image source: 조사 출처

Korea's semiconductor exports reached $60.3 billion in September, surpassing the $60 billion threshold for the first time on record, underscoring the strength of the country's chip-driven export engine amid sustained global demand for memory and AI-related semiconductors.

원문 주장 (KR)
9월 반도체 수출이 603억달러를 기록해 사상 처음 600억달러를 돌파했다

Record Month for the Chip Industry

The September figure of $60.3 billion marks the first time monthly semiconductor exports have exceeded $60 billion, setting a new all-time high for the category. Semiconductors remain the single largest export item in Korea's trade portfolio, and the milestone reflects the sector's central role in the national economy.

AI Demand as a Driver

The surge comes amid robust global demand for high-bandwidth memory and other advanced chips used in AI data centers. Korean memory makers, including Samsung Electronics and SK hynix, have been key beneficiaries of this demand cycle, though the provided data does not break down the September figure by company or product category.

The export momentum has also coincided with broader strength in Korea's overall trade performance, with semiconductors functioning as the primary engine of export growth in recent months.

Outlook

Industry observers have attributed the chip export boom to the ongoing AI investment cycle and tightening memory supply conditions. However, projections for the sustainability of the current export levels were not included in the available data, and whether monthly shipments can hold above the $60 billion line remains to be seen.

The claim that September semiconductor exports recorded $60.3 billion, breaking the $60 billion mark for the first time in history, is True.

Sources — primary documents (10)
  1. https://www.motir.go.kr/kor/article/ATCL3f49a5a8c/172255/view
  2. https://www.korea.kr/briefing/pressReleaseView.do?newsId=156783920
  3. https://blog.naver.com/motirnews/224427953826
  4. https://www.yna.co.kr/view/AKR20261001033752003
  5. https://www.nocutnews.co.kr/news/6585541
  6. https://www.korea.kr/multi/visualNewsView.do?newsId=148896304
  7. https://www.korea.kr/briefing/pressReleaseView.do?newsId=156781517
  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/2026/06/12024415/SK-hynix_EDTM2023_02-1.png

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