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In a report, Jin-Wook Kim, an economist from Citi Investment Research, highlighted that the upward trajectory of South Korea's semiconductor exports is likely to persist through 2026. He anticipates that the global capital expenditure cycle in artificial intelligence will fuel a significant 56% surge in South Korea's chip exports in 2026, outpacing the projected 23% growth for 2025. According to Kim, semiconductor exports are poised to make a substantial contribution of 1.3 percentage points to South Korea's GDP growth in 2026. He further noted that, buoyed by robust chip exports and subdued energy prices, South Korea's current account surplus is expected to maintain its strength, representing 6.5% and 7.1% of GDP in 2025 and 2026, respectively. These positive factors are likely to counterbalance other potential trade-related risks.
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