B[South Korea’s ICT exports exceeded US$70 billion in September for the first time, setting a new record] On October 14, South Korea’s Ministry of Science, Technology, Information and Communications and the Ministry of Industry and Trade released data on the 14th. In September this year, information and communication technology (ICT) exports increased by 195.8% year-on-year, reaching US$75.15 billion, exceeding the US$70 billion mark for the first time, accounting for 62.1% of South Korea’s total exports, exceeding 60% for two consecutive months. Specifically, the export volume of semiconductors was US$60.33 billion, a year-on-year increase of 262.8%, setting a monthly record for two consecutive months; the export volume of computers and peripheral equipment was US$7.16 billion, a year-on-year increase of 393%. Among them, exports of solid-state drives (SSD) surged by 532% to US$6.77 billion; exports of monitors decreased by 11.5% to only US$1.7 billion; exports of mobile phones were US$1.9 billion, a year-on-year increase of 28.2%; exports of communication equipment were US$220 million, a decrease of 2.3%. In September, ICT imports increased by 55.3% year-on-year to US$21.43 billion; the trade surplus was US$53.71 billion, exceeding the US$50 billion mark for the first time and setting a record high. B[General Administration of Customs: Chinese enterprises provide solid support to cope with the growth of global computing power and electricity demand] On October 14, Wang Jun, deputy director of the General Administration of Customs, said at a press conference of the State Council Information Office that China relies on its complete industrial system and technological innovation capabilities to provide solid support to cope with the growth of global computing power and electricity demand.
In terms of computing power, China's exports of integrated circuits increased by 99.1% in the first three quarters, computer parts and accessories increased by 2.1 times, and storage components such as solid-state drives increased by 1.3 times, ensuring a stable supply of intermediate products in the global computing power industry chain. Exports of data processing equipment such as servers increased by 7.2%, supporting the construction of global computing infrastructure.
In terms of electricity, product exports have made great efforts in the first three quarters. In the smart field, exports of photovoltaic products increased by 10.3%, and wind turbines and their parts increased by 22.4%, continuing to fill the global clean energy supply gap; in the energy transmission field, exports of wires and cables increased by 28.1%, and transformers increased by 22.5%; in the energy storage field, exports of various storage batteries increased by 34.8%, and are exported to more than 200 countries and regions around the world.
From fingernail-sized high-speed optical communication modules to tons of AI computing power server cabinets; from a household wire to ultra-high voltage converter transformers for long-distance, large-capacity power transmission; from portable power banks to large-scale industrial and commercial energy storage equipment; from single small batteries to container-type integrated energy storage systems... Thousands of Chinese companies are providing practical, feasible, mature and reliable Chinese products, Chinese experience and Chinese solutions for global computing power construction, stable operation of power grids, and safe power supply. B[Lyon: Optimistic about Korean semiconductors’ key position in Agentic AI supply chain Rating SK Hynix “highly confident of outperforming the market”] On September 22, Lyon published a research report stating that agent-based AI transforms a single inference of a large AI model into a long-term tool usage cycle that requires multiple rounds of execution for each task, putting pressure on memory capacity, bandwidth and rack-scale integrity, far beyond simple Computational problems require the cooperation of high-bandwidth memory (HBM), low-power double data rate (LPDDR)/small compressed add-on memory module (SOCAMM), enterprise-class solid-state drive (eSSD)/high-bandwidth flash memory (HBF), advanced packaging, testing, and front-end shrinkage. The bank pointed out that South Korea has an extensive end-to-end layout in key AI semiconductor processes such as AI memory, bonding, substrate, testing and front-end processing. The bank believes that with the support of structural Agentic AI demand and tight supply, K-enablers' fundamentals have improved and their positioning has been strengthened. SK Hynix, Samsung Electro-Mechanics and EO Technics have all been given a "highly confident outperform" rating, and Samsung Electronics, Hanmi Semiconductor, HPSP Eugene and ISC have been given an "outperform" rating.
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