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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.

Industry

Illusion of semiconductor boom: AI high value smiles, but commodity and electronics sectors in shadow

South Korea\'s semiconductor exports continue to hit record highs, but performance is diverging even within memory chips. Demand tied to AI infrastructure is lifting prices and volumes for high-value, high-capacity server memory and enterprise SSDs, while commodity DRAM lags. Data for September show semiconductors driving overall export growth and trade surplus. Some warn the strength could distort fourth-quarter indicators, as broader manufacturing and electronics sectors remain subdued due to rising input and logistics costs.

Industry

South Korea semiconductor exports top $60 billion for first time in September, total exports up 84%

South Korea\'s semiconductor exports rose to $60.3 billion in September, the first time a single item topped $60 billion in a month, the industry ministry said. Total exports climbed 83.5 percent to $120.9 billion, also a monthly first, while imports rose 26.0 percent to $71.1 billion, lifting the trade surplus to $49.9 billion. Exports to China, the United States and ASEAN all increased sharply, led by semiconductors.