Wire · operational-macro
South Korea's Manufacturing Sentiment Recovers for Second Straight Quarter
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Fusion42 · 27 September 2026 · Fusion42 review
South Korea's manufacturing Business Survey Index rose for the second consecutive quarter in Q4 2026, with semiconductors hitting a record high BSI of 139 and more sectors surpassing positive sentiment baseline. Despite improved sentiment in both export and domestic companies, 60.4% of manufacturers expect to miss their operating profit targets due to rising production costs, especially raw materials and energy.
This Wire brief sits within Fusion42's coverage of Semiconductors, and 2 sources have reported it.
◆ ◆ The Wire takeaway
South Korean manufacturers face a growing gap between improving business confidence and profit performance, signalling you must plan for cost pressures even as export demand strengthens. Rising raw material and energy expenses put your profit margins at risk despite better market sentiment in key sectors like semiconductors.
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2 sources · 27 Sep 2026
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