[{"data":1,"prerenderedAt":311},["ShallowReactive",2],{"content-/korea-chip-item-exports-2026-06":3,"all-pages-for-dir":309,"og-image-/korea-chip-item-exports-2026-06":310},{"id":4,"title":5,"body":6,"category":291,"concepts":292,"description":293,"extension":294,"meta":295,"navigation":296,"ogImage":292,"path":297,"project_name":298,"published":299,"publishedAt":300,"seo":301,"stem":302,"tags":303,"todo":292,"unpublished":299,"updatedAt":292,"__hash__":308},"pages/2026-07/2026-07-15/korea-chip-item-exports-2026-06.md","韓国の品目別半導体輸出 2026年6月確報 — MCP（HBM含む）が$12.68Bで単月トップに返り咲き",{"type":7,"value":8,"toc":283},"minimark",[9,14,29,34,167,181,188,192,195,215,221,225,232,235,259,274,277],[10,11,13],"h1",{"id":12},"韓国の品目別半導体輸出-2026年6月確報","韓国の品目別半導体輸出 2026年6月確報",[15,16,17,18,23,24,28],"p",{},"関税庁（KCS）の品目別確報に2026年6月分が出たので、",[19,20,22],"a",{"href":21},"/memory-makers/korea-chip-exports","韓国の半導体輸出ページ","の品目別セクションを更新した。MOTIE が毎月1日に出す月次速報（半導体合計）から約2週間遅れで、品目別の金額と",[25,26,27],"strong",{},"重量","まで確定するのがこの統計の価値になる。",[30,31,33],"h2",{"id":32},"結論-mcp-が単月トップに返り咲いた","結論: MCP が単月トップに返り咲いた",[35,36,37,61],"table",{},[38,39,40],"thead",{},[41,42,43,47,50,53,56,58],"tr",{},[44,45,46],"th",{},"品目",[44,48,49],{},"2026-06 輸出額",[44,51,52],{},"YoY",[44,54,55],{},"前月比",[44,57,27],{},[44,59,60],{},"単価 $/kg",[62,63,64,87,107,127,147],"tbody",{},[41,65,66,70,75,78,81,84],{},[67,68,69],"td",{},"MCP（HBM含む）",[67,71,72],{},[25,73,74],{},"$12.68B",[67,76,77],{},"+170.5%",[67,79,80],{},"+31.8%",[67,82,83],{},"134.7t",[67,85,86],{},"$94,142",[41,88,89,92,95,98,101,104],{},[67,90,91],{},"DRAM",[67,93,94],{},"$11.18B",[67,96,97],{},"+387.6%",[67,99,100],{},"-2.2%",[67,102,103],{},"149.6t",[67,105,106],{},"$74,706",[41,108,109,112,115,118,121,124],{},[67,110,111],{},"DRAMモジュール",[67,113,114],{},"$10.67B",[67,116,117],{},"+382.2%",[67,119,120],{},"+48.5%",[67,122,123],{},"216.2t",[67,125,126],{},"$49,353",[41,128,129,132,135,138,141,144],{},[67,130,131],{},"SSD",[67,133,134],{},"$5.16B",[67,136,137],{},"+355.0%",[67,139,140],{},"+29.9%",[67,142,143],{},"244.4t",[67,145,146],{},"$21,113",[41,148,149,152,155,158,161,164],{},[67,150,151],{},"NAND",[67,153,154],{},"$2.49B",[67,156,157],{},"+300.3%",[67,159,160],{},"+44.4%",[67,162,163],{},"40.0t",[67,165,166],{},"$62,150",[168,169,170,178],"ul",{},[171,172,173,174,177],"li",{},"4月・5月は DRAM が単月トップだったが、6月は ",[25,175,176],{},"MCP が再びトップ","（2月・3月以来）。DRAM・NAND・MCP の3品目合計 $26.34B は、MOTIE 発表の半導体輸出 $44.82B の 58.8% にあたる",[171,179,180],{},"集積回路全体（HS 8542）は $33.57B（YoY +173.9%）、新性質別分類の半導体全体は $44.82B（+199.5%）で MOTIE 月次と一致した",[15,182,183],{},[184,185],"img",{"alt":186,"src":187},"品目別の月次輸出金額","/2026-07/2026-07-15/korea-chip-item-exports-monthly.svg",[30,189,191],{"id":190},"金額-重量-単価-で分解する","金額 ＝ 重量 × 単価 で分解する",[15,193,194],{},"輸出金額の伸びを「出荷が増えた」と読む前に、重量と単価に分解するのがこの統計の使い方になる。6月は品目ごとに姿がはっきり分かれた。",[168,196,197,203,209],{},[171,198,199,202],{},[25,200,201],{},"MCP は物量と単価の両輪","。重量 134.7t（前月比 +17.3%・前年比 +26.0%）に単価 $94,142/kg（前月比 +12.3%）が乗った。HBM の出荷増と、MCP に占める HBM 比率の上昇（ミックス改善）が同時に効いている形",[171,204,205,208],{},[25,206,207],{},"DRAM は単価の高原圏で金額微減","。重量 149.6t は前月並み（+1.5%）だが、単価が $77,531 → $74,706/kg と一服して金額は -2.2%。前年同月比では重量 -20.6% でも金額 +387.6% で、この1年の伸びがほぼ単価ドリブンだったことがわかる",[171,210,211,214],{},[25,212,213],{},"NAND・SSD は物量が戻ってきた","。NAND は重量 30.3t → 40.0t（+32%）、SSD は 177.5t → 244.4t（+38%）と数量側が跳ねた",[15,216,217],{},[184,218],{"alt":219,"src":220},"重量基準の輸出単価","/2026-07/2026-07-15/korea-chip-item-unit-price.svg",[30,222,224],{"id":223},"mcp-がなぜ-hbm-の代理指標なのか","MCP がなぜ HBM の代理指標なのか",[15,226,227,228,231],{},"HBM には単独の HS コードがない。HBM は DRAM ダイを積層して1パッケージにした「複合構造チップ（Multi-Chip Package）」として通関するため、",[25,229,230],{},"HSK 8542.32.3000（MCP）が HBM を含む最も近い代理指標","になる。MCP の単価が $43,853/kg（前年6月）から $94,142/kg へ2倍超になった動きは、パッケージ単価の高い HBM が MCP の中身を塗り替えていく過程そのものと読める。",[30,233,234],{"id":234},"発表タイミングの整理",[168,236,237,247,253],{},[171,238,239,242,243,246],{},[25,240,241],{},"毎月1日頃",": MOTIE 月次速報（半導体合計・",[19,244,245],{"href":21},"exportStats"," に反映）。6月分では MCP $12,681M・SSD $5,158M の先行値も月初PDFに載っており、今回の確報と MCP は完全一致、SSD は丸め差 $2M だった",[171,248,249,252],{},[25,250,251],{},"毎月11日・21日頃",": 関税庁の旬次速報（1〜10日 / 1〜20日）",[171,254,255,258],{},[25,256,257],{},"毎月15日頃",": 関税庁の品目別確報（本記事。金額＋重量が確定）",[15,260,261,262,264,265,273],{},"チャートの続きは ",[19,263,22],{"href":21}," の品目別セクションで追える。データの出所は関税庁 수출입무역통계（",[19,266,272],{"href":267,"target":268,"rel":269},"https://tradedata.go.kr/cts/index.do","_blank",[270,271],"noopener","noreferrer","→ tradedata.go.kr","）、HSK 10桁・수리일（輸出申告受理日）基準・全国計。",[275,276],"hr",{},[15,278,279,282],{},[25,280,281],{},"注記",": 単価は輸出金額 ÷ 輸出重量の計算値で、同一品目内の製品ミックス変化を含む。「半導体全体」（新性質別 3401）は集積回路に加えて個別素子・シリコンウェーハを含む最も広い分類で、金額は MOTIE 発表と±$0.01B 未満で一致する。",{"title":284,"searchDepth":285,"depth":285,"links":286},"",2,[287,288,289,290],{"id":32,"depth":285,"text":33},{"id":190,"depth":285,"text":191},{"id":223,"depth":285,"text":224},{"id":234,"depth":285,"text":234},"dev",null,"関税庁の品目別確報で2026年6月分が確定。MCP $12.68B（YoY +170.5%）が物量+26%×単価$94,142/kgの両輪で伸びてDRAMを再逆転。DRAMは金額微減も単価は$74,706/kgの高原圏。NAND・DRAMモジュール・SSDも大幅増。","md",{},true,"/korea-chip-item-exports-2026-06","financial-data",false,"2026-07-15T00:00:00.000Z",{"title":5,"description":293},"2026-07/2026-07-15/korea-chip-item-exports-2026-06",[304,305,306,307,91],"輸出統計","韓国","半導体","HBM","abH-XkGJriBMbl68sFfWruAPXucj3guTEt1v3Vj_K-I",[],"https://log.eurekapu.com/og/blog/korea-chip-item-exports-2026-06.png?v=2026-07-15T00%3A00%3A00.000Z&title=%E9%9F%93%E5%9B%BD%E3%81%AE%E5%93%81%E7%9B%AE%E5%88%A5%E5%8D%8A%E5%B0%8E%E4%BD%93%E8%BC%B8%E5%87%BA%202026%E5%B9%B46%E6%9C%88%E7%A2%BA%E5%A0%B1%20%E2%80%94%20MCP%EF%BC%88HBM%E5%90%AB%E3%82%80%EF%BC%89%E3%81%8C%2412.68B%E3%81%A7%E5%8D%98%E6%9C%88%E3%83%88%E3%83%83%E3%83%97%E3%81%AB%E8%BF%94%E3%82%8A%E5%92%B2%E3%81%8D&author=Kei%20Komatsu&sig=c9b0598888354156",1784186910204]