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한국 반도체 $32.8B 사상 첫 — +151% 폭증, AI HBM 슈퍼사이클
한국 반도체 단월 수출 328억 달러 — 사상 첫 돌파, YoY +151.4%. 전체 한국 수출의 27.3%가 반도체 1개 품목. 4년 만에 2.5배. 📌 HBM 38% / DDR5 28% / GDDR7 15% / NAND 19% 📌 한국 HBM 점유율 92% (SK 55% + 삼성 37%), 엔비디아 비중 70% 📌 SK하이닉스 1Q 영업이익 13.2조 (역대 최대 ...
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