South Korea’s semiconductor exports rose 25.4% year-on-year in October to US$15.74 billion, part of the 12.2% increase in ICT exports (information and communication technology) to $23.33 billion, an all-time-high for the month, media report. By region, ICT exports to Taiwan soared 60%, while Japan was the only region in which ICT exports fell. Taiwan buys a lot of South Korean memory chips, mainly AI memory called HBM, which are used with Nvidia’s latest AI accelerators. $HXSCL $SSNLF $Taiwan Semiconductor(TSM.US) $NVIDIA(NVDA.US) #SKhynix #Samsung #Korea #Taiwan #Semiconductors
Source: Dan Nystedt
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