Schulz Duggan(@Schulz_Research):$SKHY $SSNLF 005930 KS Korea exported $56.4B of semiconductors in October, up 259.4% YoY. Second-biggest month on record, behind only September. Total exports: $115.3B, +93.7% YoY Per working day: $5.24B, +76% Chips: 49% of all exports Imports: $72.8B, +36.0% Trade surplus: $42.5B, a second straight month above $40B Jan–Oct exports came to about $930B, the first time the ten-month total has topped $900B. The gap between +93.7% and +76% is the calendar. Last October had fewer working days, so the per-day number is the cleaner read.

Schulz Duggan

@Schulz_Research

AI and chip news as it happens, explained simply. Research on optics and memory from Asia and US filings. Weekly industry explainers. Econ & finance background.

参加 January 2026

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Schulz Duggan@Schulz_Research

2026.11.01 00:31

$SKHY $SSNLF 005930 KS Korea exported $56.4B of semiconductors in October, up 259.4% YoY. Second-biggest month on record, behind only September. Total exports: $115.3B, +93.7% YoY Per working day: $5.24B, +76% Chips: 49% of all exports Imports: $72.8B, +36.0% Trade surplus: $42.5B, a second straight month above $40B Jan–Oct exports came to about $930B, the first time the ten-month total has topped $900B. The gap between +93.7% and +76% is the calendar. Last October had fewer working days, so the per-day number is the cleaner read.