韩国5月信息通信技术出口创新高

Core Insights - South Korea's information and communication technology (ICT) exports reached a record high in May, totaling $20.88 billion, marking a 9.6% year-on-year increase despite uncertainties from the Trump administration's tariff policies [1][2] - Semiconductor exports were the largest contributor, amounting to $13.8 billion, driven by price recoveries in DRAM and NAND flash memory, as well as strong demand for high-bandwidth memory [1] - Mobile phone exports increased by 2.8% to $1.05 billion, supported by a 30.7% rise in complete device exports due to anticipated U.S. tariffs, despite a 10.2% decline in component exports [1] Export Performance - The export growth was notable across various regions, with increases to the U.S. (7.2%), Vietnam (15.7%), the EU (1.5%), and Japan (12.5%), while exports to China fell by 6.8% due to a 7.1% decline in semiconductor exports [2] - The U.S. export value reached $2.29 billion, marking 19 consecutive months of growth [2] Import and Trade Balance - The ICT import value was $11.53 billion, reflecting a 0.5% year-on-year increase, with GPU imports for artificial intelligence infrastructure surging by 51.1% to $100 million [2] - The trade surplus in the ICT sector for May was $9.35 billion [2]