AI · SEMICONDUCTOR · FACT CHECK

SKD WIRE

EN WIRE · 2026-10-01 12:53

September Semiconductor Exports Reach $60.3 Billion

True

September Semiconductor Exports Reach $60.3 Billion
Image source: 조사 출처

South Korea's semiconductor exports for September totaled $60.3 billion, according to the claim reviewed against official trade statistics. The figure reflects the continued strength of memory chips, including DRAM and HBM, in the country's export mix.

원문 주장 (KR)
9월 반도체 수출은 603억 달러

AI Demand Underpins Memory Shipments

The September semiconductor export total of $60.3 billion was assessed against primary trade data. Semiconductor exports remain the single largest component of South Korea's outbound shipments, driven by memory products from Samsung Electronics and SK hynix.

AI server demand has been a key engine for the memory sector, with high-bandwidth memory (HBM) and DRAM shipments benefiting from data center investment. Both Samsung Electronics and SK hynix have positioned HBM as a growth driver, supplying accelerated demand from global AI companies.

Memory at the Core of the Export Economy

The performance of the semiconductor segment continues to shape the overall trade balance, given the sector's weight in the national export portfolio. The September figure of $60.3 billion underscores the pace at which chip shipments have expanded alongside the global AI buildout.

Company-level detail on the split between Samsung Electronics and SK hynix within the September total was not part of the verified claim, and this report does not attribute shares to either company beyond what the sources state.

Export Momentum Expected to Continue

Trade authorities have pointed to semiconductors as the leading category in monthly export figures, with memory prices and AI-related orders influencing month-to-month variation. The September reading of $60.3 billion is consistent with the elevated levels the sector has recorded during the current AI investment cycle.

The claim that September semiconductor exports amounted to $60.3 billion is judged to be True.

Sources — primary documents (9)
  1. https://www.motir.go.kr/kor/article/ATCL3f49a5a8c/172254/view?mno=&pageIndex=1
  2. https://www.motir.go.kr/attach/down/095a2dda9c864e1d90d751f7668a1117/34bf74183994a94355055029d2f7e8f5/9a9db098b587ee18b321c826f3707a49
  3. https://www.korea.kr/briefing/pressReleaseView.do?newsId=156783912
  4. https://www.korea.kr/briefing/pressReleaseView.do?newsId=156781266
  5. https://n.news.naver.com/mnews/article/001/0016349043?sid=101
  6. https://www.hankyung.com/article/2026100165527
  7. https://d18r0a86za96sg.cloudfront.net/wp-content/uploads/2026/09/28093440/Behind-AIs-Rapid-Growth-Lies-Memory-SK-hynix-Shares-Its-Next-Generation-Memory-Portfolio-at-the-TSMC-OIP-Conference_01_photo_2026.jpg
  8. https://d18r0a86za96sg.cloudfront.net/wp-content/uploads/2026/07/29171021/en-global-ai-company-hbm_thumb-renew2-1024x576.png
  9. https://d18r0a86za96sg.cloudfront.net/wp-content/uploads/2026/08/24163325/global-ai-company-dram-1024x576.png

KR: /news/20261001-d1679b · 판정: 사실