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Analysis South Korea’s export reliance on US and China raises red flagsGrowing tensions, supply chain disruptions and energy concerns could undercut export success in key markets 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. SEMICONDUCTORS LEAD South Korea’s September exports reached $58.8 billion, with semiconductors leading the way. The $13.6 billion in semiconductor shipments marked an increase of 37.1% year-on-year, setting a new record for the sector. The steady rise in demand for memory chips, particularly those used in AI and high-performance © Korea Risk Group. All rights reserved. |





