Data compiled by Woofun AI shows that South Korea’s storage semiconductor exports are on track to set a new all-time high in June, with total value projected between $38 billion and $42 billion. As of June 20, 2026, exports already exceeded $23 billion, surpassing 60% of May’s total of $37.16 billion. This surge is primarily fueled by robust demand for High-Bandwidth Memory (HBM) and NAND flash, alongside persistent supply shortages centered around SK Hynix.

The export value of MCP (HBM) rose 51% month-over-month, while NAND and SSD exports grew by 25% to 28% as AI inference server construction accelerates.

Concurrently, the reallocation of wafer capacity toward HBM production has constrained general DRAM supply, driving unit prices to two to three times their year-ago levels. Storage products now account for 90% of total semiconductor exports, up from 70% previously. Park Junyoung of Hanwha Investment & Securities notes that long-term supply agreements and HBM dominance are mitigating historical volatility risks for the sector.