Svmuu News: Citrini analyst jukan posted on X, stating that driven by AI demand and supply shortages, South Korea’s June memory semiconductor export value and unit prices both rose. According to trade statistics from the Korea Customs Service, as of June 20, 2026, the total export value of major memory products exceeded $23 billion, already reaching more than 60% of May’s full-month export value of $37.16 billion. Based on recent monthly growth trends for HBM, NAND, and SSDs, total memory semiconductor exports for June are projected to reach $38 billion to $42 billion, surpassing last month’s record and setting a new all-time high. In June, both export values and unit prices for various types of memory semiconductors rose simultaneously, with MCP (HBM) export value increasing by 51% month-over-month. Driven by continued investment in AI data centers by major global tech companies such as NVIDIA, supply shortages of HBM3E and HBM4—primarily from SK Hynix—persist. As wafers are concentrated on HBM production, the supply of general-purpose DRAM has relatively decreased, causing its unit price to rise to approximately two to three times that of the same period last year. Demand for NAND flash memory and SSDs has grown alongside the expansion of AI inference server infrastructure, with both product categories seeing month-over-month increases of 25% to 28%. The share of memory products in total semiconductor exports rose from the previous 70% range to 90% this month. Combined exports of memory and system semiconductors reached $25.5 billion, with total semiconductor exports for June projected to be between $42.0 billion and $46.0 billion. Park Junyoung, an analyst at Hanwha Investment & Securities, stated that South Korea’s memory industry is currently relying on two key factors—long-term supply agreements and HBM—to overcome its weaknesses. Even if the industry’s profitability declines in the future, the drop in operating profit will not be as severe as in the past.