BULLISH: 🇰🇷South Korea exported a record $34.1 BILLION of semiconductors in the first 20 days of September, up 259% YoY. Total exports reached a record $71.4 billion, with chips accounting for 47.8% of of the country’s total exports: • To China: $16.6 billion, more than double • To USA: $14.2 billion, up 118% Samsung Electronics and SK Hynix sit at the center of the global memory supply chain, particularly the high-bandwidth memory powering AI accelerators. That demand has already reshaped chip markets, helping Micron become the S&P 500’s best-performing tech stock over the past five years. The AI chip boom is accelerating, not slowing down.