BlockFlow(@BlockFlow_News):GOLDMAN SACHS: South Korea's chip exports rose 11.5% MoM seasonally adjusted in the first 20 days of August. Exports to China and the US also jumped 13.3% and 10.0% MoM, respectively. Which suggests that the semiconductor demand is still holding up despite all the concern around the cycle. Obviously bullish for SK Hynix, Samsung, $MU, and $SNDK. To investors, this is especially relevant because memory is unusually sensitive to supply-demand changes. Strong export momentum makes it harder to justify concerns that demand has suddenly collapsed.

2026.08.22 08:34

GOLDMAN SACHS: South Korea's chip exports rose 11.5% MoM seasonally adjusted in the first 20 days of August. Exports to China and the US also jumped 13.3% and 10.0% MoM, respectively. Which suggests that the semiconductor demand is still holding up despite all the concern around the cycle. Obviously bullish for SK Hynix, Samsung, $MU, and $SNDK. To investors, this is especially relevant because memory is unusually sensitive to supply-demand changes. Strong export momentum makes it harder to justify concerns that demand has suddenly collapsed.

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