Global AI Data Center Infrastructure Spending Drives Multi-Billion Dollar Orders for Korean Tech Exports
Capital expenditure by North American, European, and Middle Eastern cloud operators continues to lift South Korean exports of server memory, solid-state drives, and ultra-high-voltage power transformers.
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MOTIE’s monthly export breakdown by destination confirms strong ICT and industrial machinery shipments from South Korea to the United States, China, ASEAN, and the European Union in autumn 2026.
Beyond HBM and DDR5 memory semiconductors ($12.5B in October), global data center construction has boosted exports of Korean enterprise solid-state drives (SSDs) and high-voltage power grid transformers manufactured in Changwon and Ulsan.
Korean digital platform leader NAVER (KRX: 035420) and domestic telecom infrastructure providers have also expanded sovereign cloud and digital twin partnerships in the Gulf Cooperation Council (GCC) region.
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Compiled from MOTIE Regional & Commodity Export-Import Press Release (KOGL Type 1).