On May 11, Lee Kyoung-min, an analyst at Daishin Securities in South Korea, pointed out that the continuous growth in semiconductor demand aligns with the investment cycle in artificial intelligence infrastructure. Coupled with the recent rise in tech stocks on Wall Street, investor risk appetite has been boosted. The analyst predicts that South Korea's chip exports will reach a new high in May. According to South Korean government data, chip exports from the country surged nearly 150% year-on-year to a record $8.54 billion in the first 10 days of this month.
