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Skylab Intelligence
@skylabintel
Supply-chain intelligence for the AI era. From semiconductors to frontier labs and the infrastructure behind it all.
参加 September 2026
59 フォロー中    3.4K ファン
1/6 The memory supercycle rolls on in Korea. Memory exports reached $33.11B in August 2026. +18.2% m/m | +289.3% y/y Up $5.10B from July and $24.60B from a year earlier. Four charts on DRAM, multichip/HBM, NAND, SSDs and export destinations. Source: Korean Export Data.
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