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Wire · operational-macro

Rhee warns Korea's chip boom could fade early amid China, policy shifts

Published

11 October 2026

Topic

operational-macro

◆ Sectors

Semiconductors

◆ Geography

South Korea

◆ Source

Read at biz.chosun.com →

◆ Verified

Fusion42 · 11 October 2026 · Fusion42 review

Former Bank of Korea governor Rhee Chang-yong warns that Korea's semiconductor boom may end sooner than the typical 10-year cycle due to potential shifts in US-China relations and China's ability to develop its own lithography technology. He also raises concerns about the sustainability of Korea's fiscal expansion and its impact on growth projections.

This Wire brief sits within Fusion42's coverage of Semiconductors.

◆ ◆ The Wire takeaway

Your chip business in Korea faces profit risks from potential easing of US-China tech tensions and China catching up in lithography. Adjust growth and investment plans as fiscal support may also weaken, exposing you to a faster downturn in the semiconductor cycle.

◆ Coverage

1 source · 11 Oct 2026

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◆ Topics

Semiconductorssemiconductorus-china-tensionsfiscal-policysouth-koreatech-competition