AI-driven semiconductor boom pushes South Korea’s exports by 44%
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South Korea is among the beneficiaries of the growing demand for semiconductors as AI continues to take shape globally. The country has set new records, with exports surging by more than 40% in early February. South Korea’s exports soared to new heights in early February following the unprecedented surge in semiconductor demand worldwide. Data from the Korea Customs Service shows that the Asian country’s exports surged by 44.4% year-over-year in early February (the first 10 days of the month) to reach $21.4 billion. These figures represent the highest performance ever recorded in that period. During this period, the number of operating days (7.5 days) was 0.5 days longer than last year, resulting in a 34.8% increase in the mean daily export value. AI boom boosts semiconductor demand, driving South Korea’s exports The explosive growth in exports is primarily linked to the global growth and expansion of the artificial intelligence sector, which has driven semiconductor demand. Semiconductor exports alone reached $6.7 billion, also marking a record high in the first ten days of the month. The figure represents a 137.6% increase from last year. The share of semiconductor exports increased by 12.3 percentage points to 31.5%. The data also shows that exports of petroleum products and wireless communication devices rose 40.1% and 27.9% respectively. Passenger car and ship exports declined by 2.6% and 29% in the same period. The country’s exports to all trading partners increased. Exports to the U.S. rose 38.5% while those to Malaysia rose by 136.1%. Exports to India and Japan also increased by 35.1% and 31.1%, respectively, while those to China and Vietnam rose by 54.1% and 38.1%, respectively. As of Tuesday, the trade balance logged a surplus of $644 million, bringing the year’s cumulative surplus to over $9 billion. Despite the positive start for February, the…
Filed under: News - @ February 11, 2026 11:20 am