00:02You're listening to AI PRISM from Seoul Economic Daily.
00:06Korea's September exports just crossed $120 billion for the first time ever.
00:13Semiconductor exports alone jumped over 260% from a year ago.
00:17Micron's record quarter just confirmed the HBM supercycle is still accelerating.
00:22And next year's memory prices could climb another 121%.
00:26It's Friday, October 2nd.
00:28Here's why global investors are paying attention to Korea today.
00:32Korea's trade ministry released September export data on October 1st.
00:36The same week, Micron reported record quarterly revenue driven by data center demand.
00:42Samsung Electronics and SK Hynix are now negotiating 2027 HBM supply contracts with customers.
00:49Here's what the numbers show.
00:50Korea's exports hit $120.94 billion in September, up 83.5% from a year earlier.
00:59Semiconductor exports reached $60.3 billion, up 262.8% year-on-year, driven by surging memory prices and volumes.
01:09Micron posted $54.23 billion in quarterly revenue, a record high.
01:14Micron's data center segment generated $18 billion, up more than 11 times from a year ago, fueled by AI-driven
01:22HBM demand.
01:23TrendForce forecasts HBM average selling prices rising 121% next year as HBM four-output ramps against still-tight supply.
01:33Samsung's global HBM revenue share rose from 21% to 33%, up 12 percentage points between the first and second
01:42quarter.
01:43Korea posted a trade surplus of $49.85 billion in September, the first time above $40 billion.
01:51The government cut October Treasury bond issuance by $5 trillion, about $3.6 billion, to ease rising market rates.
01:59So what does this mean for global investors?
02:02Earlier, we said memory prices could climb another 121% next year.
02:07Here's what that actually means for you.
02:09Korea's export supercycle gives foreign investors a cleaner read on 2027 earnings visibility across Samsung Electronics and SK Hynix,
02:18with contracted volumes already locking in pricing power.
02:22Watch the $1 rate and Treasury yields as reduced bond issuance meets a stronger current account,
02:28and track whether Cosby's rally broadens beyond chipmakers into the wider market.
02:33That's today's AI Prism, Global Investors.
02:36This episode was produced with AI assistance based on Seoul Economic Daily reporting and reviewed by a human editor.
02:43AI Prism is a Juan Efra award-winning series.
02:46We'll be back tomorrow.
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