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Bank of Korea warns that South Korean chip exports could fall by as much as $100 billion if AI spending slows

According to data from the Bank of Korea, if major U.S. tech companies slow their capital spending in artificial intelligence next year, South Korea’s semiconductor exports could fall by $50 billion to $100 billion compared to previous forecasts. In a written response to Lawmaker Ahn Do-geol, the Bank of Korea constructed a “pessimistic scenario” to assess the impact on the South Korean economy should U.S. tech giants reduce their massive infrastructure investments. (Sina Finance)

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Last updated: Oct 27, 2026

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