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Korea's Memory Chip Exports Were Worth 3.7 Times a Year Ago in September.
The Weight Shipped Rose 14 Percent.
Korea shipped $22.07B of memory chips in September 2026, 3.74 times the $5.91B of a year earlier, on only 13.8% more weight (183,504 kg against 161,194 kg). The figures are Korea customs data for HS code 854232 across the three partners Kresmion carries: China, Taiwan and the US. Value per kilogram went from $36,647 to $120,241, a 3.28-fold rise, and Taiwan's customs data for the same code show the same pattern. The likeliest reading is that a memory price shock is being recorded in dollars. Customs data cannot split price from product mix, and value per kilogram fell in September from August, so the data cannot say how large the price effect is. Korea's September value is the highest of the 81 months in…
·13 min readMU