韩国芯片，卖爆了

Core Insights - The article discusses South Korea's export trends for 2025, projecting an annual export value of $709.7 billion, a 3.8% increase from the previous year [1] - The semiconductor sector is identified as the primary driver of this growth, with semiconductor exports expected to reach $1734.4 billion, marking a 22.2% increase from $1419 billion in 2024 [1] - The share of semiconductors in total exports is projected to rise to 24.4% in 2025, up from 20.8% in 2024, indicating a significant recovery from a low of 15.6% in 2023 [1] Export Performance - The total import value for 2025 is estimated at $631.7 billion, resulting in a trade surplus of $780 billion [1] - Exports to Taiwan are expected to surge from $202 billion in 2023 to $472 billion in 2025, driven by the demand for high bandwidth memory (HBM) semiconductors [1] - Exports to the United States and China have decreased, with U.S. exports falling by 3.8% to $1229 billion and exports to China decreasing by 1.7% to $1308 billion [1][2] Regional Trends - Exports to the ASEAN countries reached $1225 billion, showing a growth of 7.4%, making it the second-largest export destination after the U.S. [2] - The European Union (EU) saw exports of $701 billion, reflecting a 3% increase, while exports to Central Asia grew by 18.6% to $137 billion [2] - Exports to India reached a record high of $192 billion, indicating strong growth in that region [2]