预计创历史新高，韩国6月存储半导体出口达380亿至420亿美元

Odaily Planet Daily News: Citrini analyst jukan posted on platform X, stating that driven by AI demand and supply shortages, South Korea's storage semiconductor export value and unit price rose simultaneously in June. According to trade statistics from the Korea Customs Service, as of June 20, 2026, the total export value of major storage products exceeded $23 billion, reaching over 60% of the full-month export value of $37.16 billion in May.

Based on the recent monthly growth of HBM, NAND, and SSD, the total export value of storage semiconductors in June is expected to reach $38 billion to $42 billion, surpassing last month's record and hitting an all-time high. The export value and unit price of various types of storage semiconductors rose simultaneously in June, with the export value of MCP (i.e., HBM) increasing by 51% month-on-month.

Affected by sustained investments in AI data centers by global tech giants such as NVIDIA, the supply shortage of HBM3E and HBM4 centered around SK Hynix continues. As wafers are concentrated on HBM production, the supply of general DRAM has relatively decreased, causing the unit price of general DRAM to rise to about 2 to 3 times that of the same period last year. Demand for NAND flash memory and SSD has grown with the expansion of AI inference server construction, with both product categories rising by 25% to 28% month-on-month. The share of storage products in total semiconductor exports has increased from the previous 70% range to 90% this month. The combined export value of storage and system semiconductors reached $25.5 billion, and the total semiconductor export value in June is expected to be $42 billion to $46 billion.

Park Junyoung, a researcher at Hanwha Investment & Securities, stated that South Korea's storage industry is currently overcoming weaknesses by relying on two tools: long-term supply agreements and HBM. Even if the storage industry's profitability declines in the future, the drop in operating profit will not be as severe as in the past.