Key Insights
In the first half of 2024, South Korea's memory chip exports to Taiwan surged by 225.7% year-on-year, reaching $4.26 billion, primarily due to robust demand for high-bandwidth memory (HBM) products.
Taiwan's imports of high-bandwidth memory from South Korea increased by over 80% compared to 2024, contributing to a record trade deficit of NT$1.16 trillion (US$37 billion) in 2025.
South Korea unveiled a $520 billion investment plan with Samsung and SK Hynix to expand memory chip production, including the construction of four new semiconductor fabs and HBM facilities.
AI Analysis
The bullish trend in South Korea-Taiwan semiconductor trade is expected to persist, driven by sustained demand for advanced memory chips and strategic...
Market Outlook
Short-Term
The surge in memory chip exports is expected to continue, with South Korea's exports to Taiwan projected to surpass $8 billion in 2024, bolstering the semiconductor sector's performance in both countries.
Long-Term
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