News / Taiwan / cnyes
South Korea Semiconductor Exports Surge Past 400 Trillion Won on AI Demand
Electronic Technology · Semiconductors · cnyes · 2026-09-12
Driven by robust global AI infrastructure demand, South Korea's semiconductor exports have surpassed 400 trillion won, with Samsung and SK Hynix leading the charge.
What Happened
Record-Breaking Exports: South Korea's semiconductor exports have officially crossed the 400 trillion won threshold this year, with early September data showing a massive 270.1% year-on-year increase. Semiconductors now account for 47.1% of the nation's total exports, underscoring the sector's critical role in the economy.
Samsung and SK Hynix Performance: Both Samsung Electronics and SK Hynix have reported strong financial results, bolstered by high demand for High Bandwidth Memory (HBM) and rising memory chip prices. SK Hynix, in particular, achieved an impressive 76.3% operating margin in the first half of the year, cementing its position as a key growth driver.
Economic Growth Targets: South Korea is aiming for an annual export milestone of $1 trillion, with the semiconductor industry serving as the primary catalyst. Sustained growth in this sector is essential for the country to join the elite group of nations that have achieved this level of annual export volume.
Investor Sentiment: The stellar performance of chipmakers has dominated local investor interest, with Samsung and SK Hynix topping search rankings. Meanwhile, the biotech sector is also gaining momentum, as Alteogen received target price upgrades following a significant licensing deal with Novartis.
Read original
More in Electronic Technology
Electronic Technology · cnbc · 2026-09-12
Once considered a misstep by Warren Buffett, the Precision Castparts unit is now seeing its value surge due to high demand for complex metal components.
BRK.B, GE, .SPX, .IXIC, .DJI, MUFG, BRK.B
Electronic Technology · economic_daily · 2026-09-12
Fidelity International highlights that North Asian markets, including Taiwan, South Korea, and Japan, are prime investment targets due to their critical roles in the AI supply chain and energy infrastructure expansion.
Electronic Technology · economic_daily · 2026-09-12
Allianz Global Investors' Chief Investment Officer for Overseas Investment, Hsu Chia-hao, argues that while rising yields create volatility, the AI sector's long-term growth remains intact, shifting focus toward companies with proven cash flow and profitability.
Latest in Taiwan
Electronic Technology · economic_daily · 2026-09-12
Fidelity International highlights that North Asian markets, including Taiwan, South Korea, and Japan, are prime investment targets due to their critical roles in the AI supply chain and energy infrastructure expansion.
Electronic Technology · economic_daily · 2026-09-12
Allianz Global Investors' Chief Investment Officer for Overseas Investment, Hsu Chia-hao, argues that while rising yields create volatility, the AI sector's long-term growth remains intact, shifting focus toward companies with proven cash flow and profitability.
Electronic Technology · economic_daily · 2026-09-12
Aletheia reports that MPI is capturing significant market share in NVIDIA Vera CPU and Mellanox orders, displacing competitors and securing a bullish 12,000 TWD target.
6223
Electronic Technology · cnyes · 2026-09-12
Taiwan Mask Corp. shares hit a two-month high after TSMC and ASML announced a collaboration on 12-inch photomask technology, fueling outsourcing expectations.
2330, 2338