infrastructure

South Korea's chip exports surge 180% in early July on AI demand

By Signal Desk · Samsung Electronics · 21 July 2026

South Korea's chip exports rose 180% year-over-year to $22.1 billion in the first 20 days of July, according to customs data. Computer-related product shipments rose approximately 232% in the same period, driven by artificial intelligence-driven demand for semiconductors.

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Techmeme - South Korean customs data: for the first 20 days of July, the country's chip exports rose 180% YoY to $22.1B, and computer-related product shipments rose ~232% (Heesu Lee/Bloomberg)