Monthly Chip Exports (USD)
$11.85B
+58.4% YoY vs 2023 cyclical low
Net Trade Surplus Contribution
+$5.12B
Primary Surplus Driver for South Korea
HBM & Hyperscaler Corridor Concentration
56.5%
US Hyperscaler + Taiwan CoWoS share
Bilateral Chip Trade Flows: Silicon Tier to Global Destination
Simulated Volume: $11.85B / mo
Category Decomp (USD Billions/mo)
| Memory / Logic Tier | USD (B) | Share | YoY Growth |
|---|
Corridor Decomp (USD Billions/mo)
| Destination Corridor | USD (B) | Share | HBM Int. |
|---|
Historical Supercycle Benchmarking vs Current AI Surge
2017–2018 Smartphone/Cloud Peak
Historic High
Peak Monthly Chips: $10.88B
Semi Share of Exports: 20.9%
Primary Tech Driver: DDR4 / 64L 3D NAND
Destination Anchor: China Assembly (54%)
2022–2023 Post-COVID Inventory Trough
Deep Contraction
Trough Monthly Chips: $6.00B
Semi Share of Exports: 12.5%
Primary Tech Driver: PC & Mobile Destocking
Korea Trade Balance: Large Deficit (-$4.2B)
Current Active Model State
AI Supercycle
Current Chip Exports: $11.85B
Semi Share of Exports:
Primary Tech Driver: HBM3E / 12-High & Server DDR5
US & Taiwan Corridor: