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Industry

South Korea faces warnings of growing reliance on semiconductors

Warnings are growing that South Korea is shifting toward an economy led by a single semiconductor sector, similar to Taiwan. Record chip exports driven by AI demand are lifting potential growth forecasts and per-capita GDP projections. But analysts say gains are concentrating in Samsung Electronics and SK hynix as they handle production and packaging in-house. That could widen the gap between headline indicators and felt conditions, with institutions also warning of structural risks and weaker non-chip manufacturing.

AI & Enterprise

ByteDance in talks with MediaTek on custom AI chips as Nvidia access tightens

ByteDance is in late-stage talks with Taiwan\'s MediaTek to secure custom AI chips for data centres, as U.S. export restrictions make it harder to obtain Nvidia\'s top processors. The talks involve application-specific integrated circuits, though no order volume has been set and no contract has been signed. If agreed, ByteDance would become MediaTek\'s second major ASIC customer after Google. ByteDance is also weighing a sharp rise in capital spending this year and has secured a large loan.

Industry

AI investment boom drives ICT exports to record $75.15 billion in September

South Korea\'s information and communications technology exports jumped to a record $75.15 billion in September, up 195.8 percent from a year earlier, as global AI investment expanded. Imports rose 55.3 percent to $21.43 billion, producing a $53.71 billion trade surplus. Semiconductors accounted for 80.3 percent of ICT exports and rose 262.8 percent, helped by higher-value product demand and rising memory chip prices.