On February 27, Reuters surveys revealed that the global surge in AI investment has spurred a notable uptick in chip sales. Consequently, South Korea's exports are anticipated to experience growth for the ninth consecutive month in February. Based on the median projection from nine analysts, South Korea's exports, which serve as a key indicator of global trade trends, are forecasted to increase by 24.0% year-on-year in February. Although this growth rate is slightly lower than the 33.8% surge observed in January, it still marks the second-highest year-on-year increase since June 2025. Economists have pointed out that given the higher-than-expected rise in chip prices and persistently low inventory levels, semiconductor exports are expected to maintain their strong momentum. Stephen Lee, an analyst at Meritz Securities in Seoul, commented that semiconductor export growth is highly probable to surpass 100% in the first half of the year.
