South Korea’s export reliance on US and China raises red flags



Analysis South Korea’s export reliance on US and China raises red flags Growing tensions, supply chain disruptions and energy concerns could undercut export success in key markets John LeeOctober 3, 2024 SHARE COPY LINK FACEBOOK X LINKEDIN MASTODON An illustration of various means of transporting goods \| Image: Korea Pro South Korea’s exports continued their upward trajectory in September, driven by a surge in semiconductor shipments and strong demand for automobiles and AI-related products. However, this success is tempered by the country’s heavy reliance on key markets like the U.S. and China, exposing it to geopolitical tensions and potential supply chain disruptions. South Korea’s exports continued their upward trajectory in September, driven by a surge in semiconductor shipments and strong demand for automobiles and AI-related products. However, this success is tempered by the country’s heavy reliance on key markets like the U.S. and China, exposing it to geopolitical tensions and potential supply chain disruptions. Get 30 days of free access to KoreaPro Full access to all analysis The KOREA PRO newsletter, every business day Daily analysis on the top story of the day The ability to suggest topics for coverage by our specialist team Be smart about South Korea Get full access to expert analysis and opinion. Start now No charges during your trial. Cancel anytime. A paid subscription will start after 30 days. © Korea Risk Group. All rights reserved. No part of this content may be reproduced, distributed, or used for commercial purposes without prior written permission from Korea Risk Group. Get the Daily Briefing Start your day with the South Korea stories that matter most – as selected by And how should we address you in correspondence? One more step! Please check your inbox, for an email we just sent you, and click on the confirmation message in it to get subscribed to our Daily Briefing. LATEST ANALYSIS 01South Korea targets semiconductor self-reliance for national defense 02Employment for married South Korean women hits record but Devil is in details 03Trump’s return forces South Korea’s defense industry to adapt to new realities 04Lee Jae-myung verdict disrupts South Korea’s opposition party and 2027 election 05South Korea grapples with how to stymie crypto-fueled drug trade 06Science vs. Humanities: Why South Korean students switch their academic tracks 07How pro-Russian hackers took down South Korea websites over support for Ukraine 08South Korea’s Ukraine observer mission sparks debate about military deployment

Analysis

South Korea’s export reliance on US and China raises red flags

Growing tensions, supply chain disruptions and energy concerns could undercut export success in key markets

John LeeOctober 3, 2024

South Korea’s export reliance on US and China raises red flags

An illustration of various means of transporting goods | Image: Korea Pro

South Korea’s exports continued their upward trajectory in September, driven by a surge in semiconductor shipments and strong demand for automobiles and AI-related products.

However, this success is tempered by the country’s heavy reliance on key markets like the U.S. and China, exposing it to geopolitical tensions and potential supply chain disruptions.

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John Lee

South Korea’s export reliance on US and China raises red flags

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