Issue 81: Korea Recoups
Oct 1
1 min read
1 October 2026
Korea’s semiconductor, IT and machinery sectors are booming while export volumes and prices are rebounding as Korean companies ride the AI capex wave, diversify and consolidate market positions. Her dominant global position in the production of the fastest segments of the chip market should allay concerns about US hyperscalers starting to pace investment spending and contain the downside risks.
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