South Korea's semiconductor exports surge 259% in first 20 days of September on AI investment boom
TansuYegen · x · 2026-09-30
Tansu Yeğen cites data showing South Korea's semiconductor exports jumped 259% in the first 20 days of September, driven largely by the AI investment boom. His takeaway: AI is no longer just reshaping tech — it's now visible in national trade data. When one technology materially moves a major economy's exports, calling it another tech cycle feels inadequate.
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