South Korean government data: the country's exports grew 70.9% YoY in June to $102.25B, an all-time monthly high, anchored by a record $44.82B in chip shipments
THE SO WHAT
A $44.82B month for Korean chip exports is a reminder that AI demand is now a macro force, not a niche cycle. If your roadmap assumes easier GPU or HBM pricing in 12–18 months, revisit that assumption—capacity is being spoken for at the national export level.
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