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

The Bank of Korea warns South Korea's semiconductor exports could fall by $50 billion to $100 billion if US tech firms reduce AI-related capital spending next year, potentially cutting GDP growth by 0.4 percentage points and lowering the current account surplus.

This Wire brief sits within Fusion42's coverage of Semiconductors, and 2 sources have reported it.