South Korea’s Chip Exports Jump 202% in May 1-20, Driving 52.6% Export Growth
South Korea’s chip exports surged 202% from a year earlier in the first 20 days of May, helping drive the country’s overall 52.6% export growth in the May 1-20 period.
The early trade data suggest external demand remained resilient, even as higher oil prices and broader inflation concerns complicate the outlook for policymakers.
From the sources (10 posts)
@firstadopterKorean memory stocks rally in solidarity as I defend Korean honor
@jukan05Thread: Korea’s Memory Exports, May 1–20 1. DRAM DRAM, including modules: export value of $11,527mn, +498% Y/Y, +27% M/M The DRAM export unit price, including modules, reached $60,319/kg, up 5% from April 20, 2026, and up 432% Y/Y.
@jukan052. DRAM, excluding modules DRAM, excluding modules: export value of $7,488mn, +431% Y/Y, +26% M/M The DRAM export unit price, excluding modules, reached $82,820/kg, up 13% from April 20, 2026, and up 497% Y/Y.
@jukan053. NAND Flash memory, NAND: export value of $954mn, +178% Y/Y, +7% M/M The flash memory export unit price reached $54,716/kg, up 23% from April 20, 2026, and up 280% Y/Y.
@jukan054. SSD SSD: export value of $2,224mn, +452% Y/Y, +14% M/M The SSD export unit price reached $21,075/kg, up 22% from April 20, 2026, and up 344% Y/Y.
@firstadopterOMG. It's almost as if single digit P/E with triple digit growth rate = undervalued or something.
@firstadopterRT @tbpn: "Everyone's making fun of these Koreans for being long memory stocks. But we're talking single-digit P/E multiples. It's probably…
@firstadopterTae: "Don't make fun of the Koreans. They're right!"
@yoolimleenewsSouth Korea's chip exports surged 202% in the first 20 days of May on year, helping drive the country's overall 52.6% export growth in the May 1-20 period.
@businessSouth Korea’s export growth remained robust in the first 20 days of May, signaling resilient external demand at a time when higher oil prices and broader inflation concerns are complicating the outlook for policymakers