Bernstein chart shows Korea’s multichip memory exports surging into 2026
firstadopter · x · 2026-07-21
Bernstein tracks Korean memory exports climbing through June 2026
A chart attributed to Bernstein shows Korea’s multichip memory exports by month through June 2026, broken down by destination.
- Total exports trend upward sharply after a relatively flat period in 2022–2024.
- The chart suggests a steep acceleration in 2025 and especially 2026.
- Destinations include Taiwan, Hong Kong, China, Vietnam, Malaysia, Japan, India, the US, and others.
The post is essentially a supply-chain snapshot for memory demand and export flows, which is relevant to AI infrastructure because memory and storage are key inputs to data-center and accelerator buildouts.
More from Infra
- NVIDIA publishes Vera CPU architecture details before AMD’s AI event — ryanshrout · 2026-07-22
- oMLX 0.5.2 adds Mac menu-bar stats, low-bit decode kernels, and faster downloads — awnihannun · 2026-07-22
- Strangeworks launches Aura to turn enterprise ops into production optimization systems — whurley · 2026-07-22
- Graph workload 854.graph500 enters SPEC CPU 2026 as a new CPU benchmark — Prof_DavidBader · 2026-07-22
- HilbertRaum open-sources a fully local AI chat and document analysis app for private use — Vladowski · 2026-07-22
- Hybrid and local inference are emerging as a response to AI energy and token costs — dmitry140 · 2026-07-22