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

The Bank of Korea warns that South Korean semiconductor exports could drop by up to US$100 billion if major US tech companies reduce AI-related capital spending in 2027, potentially cutting the country's GDP growth by 0.4 percentage points and lowering its current account surplus forecast.

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