Semiconductor cycle
Whether chips are beating the market (relative strength), South Korea's chip exports, and 20-day average, volume and signals for the world's key chip stocks
Semiconductor relative strength (1 year ago = 100)
A rising line means chip stocks outperformed the broader market; a falling line means they lagged. Computed as PHLX Semiconductor ÷ S&P 500, Samsung ÷ KOSPI and SK hynix ÷ KOSPI.
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South Korea chip exports (monthly, official)
| Month | Chip exports | YoY | Total exports | YoY |
|---|---|---|---|---|
| 2026-06 | $44.8B | +199.5% | $102.3B | +70.9% |
| 2026-07 | $41.0B | +178.8% | $98.9B | +62.8% |
| 2026-08 | $46.7B | +209% | $98.3B | +68.7% |
| 2026-09 | $60.3B | +262.8% | $120.9B | +83.5% |
Sources: MOTIE, Sep 2026 MOTIE, Aug 2026 MOTIE, Jul 2026 KDI EIEC, Jun 2026 Newsis, Jul 2026
Key chip stocks worldwide
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