AI 热潮带动芯片需求 韩国 2 月上旬出口大幅增长

Core Viewpoint - Despite ongoing trade uncertainties due to U.S. tariff policies, South Korea's exports continued to grow in early February, driven by strong chip demand [1] Export Performance - South Korea's exports for the first 20 days of February increased by 47.3% year-on-year, surpassing the revised 34% growth for the entire month of January [1] - Unadjusted data shows a 23.5% year-on-year increase in exports and an 11.7% increase in imports, resulting in a trade surplus of $4.95 billion [1] - The strong trade data indicates robust export momentum even after accounting for calendar factors, including a three-day Lunar New Year holiday [1] Sector-Specific Insights - Chip exports surged by 134%, supported by investments in artificial intelligence and data centers, continuing a strong upward trend [1] - Exports of computer peripherals rose by 129%, while petrochemical product exports increased by 11% [1] - Conversely, automotive exports fell nearly 27%, and auto parts exports declined by about 21%, reflecting ongoing adjustments in the industry due to U.S. tariff policies [1] Overall Trade Context - The performance of South Korea's exports is still bolstered by the global AI cycle, which helps mitigate weaknesses in other sectors [1] - The Director-General of the World Trade Organization noted that the rapid development of AI is expected to support global merchandise trade this year, helping to offset pressures from U.S. tariffs [1]