@skylabintel

Supply-chain intelligence for the AI era. From semiconductors to frontier labs and the infrastructure behind it all.

skylabintel.substack.com/
Joined September 2026
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Excellent visuals from Skylab Intelligence showing how fast memory chip exports have rises. South Korea's DRAM exports have risen by 501.4% YoY. $MU $DRAM $DISK $EWY $SKHY $SNDK
Skylab Intelligence
@skylabintelSep 18
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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