South Korea's semiconductor exports surged 262.8% year-over-year in September to $60.3 billion, setting a new monthly record and surpassing August's figures. Semiconductor exports accounted for approximately 49.9% of the total export value for the month, primarily driven by the global AI infrastructure investment boom, which led to increased demand and prices for memory chips. South Korea's trade data is considered a bellwether for global AI demand, and these latest figures indicate no signs of a slowdown in the market's appetite for chips.