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Goldman Sachs: AI Capital Expenditure Boosts South Korea's Chip Cycle Beyond Expectations, Projects $1T Exports by Year-End

AI Industry News Stocks

2026-06-23 10:00:57

CHIP-6.75%

According to Goldman Sachs, AI capital expenditure is driving South Korea's semiconductor cycle with stronger-than-expected magnitude and duration. The bank projects full-year exports will exceed $1 trillion, with the current account surplus reaching 15% of GDP by year-end, as AI-driven surpluses are expected to persist through the end of 2026.

Disclaimer: The information on this page may come from third-party sources and is for reference only. It does not represent the views or opinions of Gate and does not constitute any financial, investment, or legal advice. Virtual asset trading involves high risk. Please do not rely solely on the information on this page when making decisions. For details, see the Disclaimer.

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