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South Korea's semiconductor exports hit a record $46.65B in August, driven by AI demand but raising slowdown concerns.

Market News
02 Sep 2026
CNBC
View Source
Bullish
pluang ai news

South Korea's semiconductor exports surged 209% year-on-year to a record $46.65 billion in August, making up 47.5% of the country's total goods exports that month. This growth was largely fueled by increased AI infrastructure spending from major cloud providers like Google and Amazon. While this export boom has significantly boosted the economy, experts warn that a sudden slowdown could be damaging, especially with monetary tightening and weaker domestic demand. However, growth in other sectors and non-semiconductor exports may help sustain overall economic growth if chip demand cools.

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