Why Korea? South Korea is home to Samsung and SK Hynix — the two largest memory producers on Earth. Roughly 80–85% of Korea's total semiconductor exports are memory. When Korean export data accelerates or decelerates, you are watching the global memory cycle move in near-real-time, with a 2–4 week lag from shipment to official publication.

Data source: Korea Customs Service / KITA (Korea International Trade Association) — stat.kita.net. Published monthly around the 1st of each following month. Update this dashboard each month by replacing the DATA array at the top of the script.

The sell signal (from Singularity Research framework): Memory cycles do not gently roll over — they snap. The signal fires when multiple trend lines decline simultaneously: (1) moving average crossover, (2) consecutive months of declining YoY growth, (3) exports falling below their 6-month average. Rule: if trend lines are declining and industry chatter is bullish, follow the trend lines — not the chatter.

Current read (as of Apr 2025): Cycle remains in boom phase. YoY growth is decelerating from peak (+66% Feb 2024) but still strongly positive. No turn signal has fired. Monitoring for deceleration inflection.

Portfolio relevance: This dashboard is the early-exit framework for memory-linked positions — direct equity, structured products, and DRAM ETF exposure.