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EconomyBank of Korea warns chip exports could fall by up to $100 billion if AI spending slows

South Korean semiconductor exports could be $50 billion to $100 billion below earlier forecasts if major U.S. technology firms slow their capital spending on AI next year, according to central bank data.

South Koreasemiconductor exportsAI spending

RReuters★★★☆☆2026-10-27 07:50Original

Bank of Korea warns chip exports could fall by up to $100 billion if AI spending slows
Bank of Korea warns chip exports could fall by up to $100 billion if AI spending slowsEconomy