South Korean DRAM export unit prices excluding modules reached $92,183 per kilogram in the first 20 days of the month, up 401.0% year over year, while export value rose 504.8% to $9.80662 billion, according to the Korea Trade Statistics Promotion Institute. AI-driven demand for high-bandwidth memory is absorbing wafer capacity and worsening the broader DRAM shortage. Goldman Sachs expects the shortfall to widen from 5.0% this year to 5.9% next year and persist through 2028, while SK hynix CEO Kwak Noh-jung said on Aug. 28 that the company saw no significant downturn and expected shortages to continue through the end of 2030.