Korea Chip Exports Hold Near $2.2B/Day as DRAM Prices Jump 5.5% — Supply Wall or Demand Crack?
tengyanAI · x · 2026-11-14
Korea's Nov 1-10 chip exports jumped 331% YoY, but working-day-adjusted daily exports have held near $2.2B since September ($2.20B, $2.22B, $2.12B, $2.22B across four windows), while Bank of Korea data shows DRAM export prices rose 5.5% in October.
tengyanAI's read: flat dollar pace with rising prices means fewer chips are leaving Korea. Two interpretations:
- Supply wall: SK hynix and Samsung are shipping all they can; hynix said its 2027 volumes and prices with big customers are already locked. Buyers without long contracts pay up or wait (his favored view).
- Buyers slowing: prices running ahead of demand — the first crack.
Next print arrives Nov 23.
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