Goldman Sachs said the AI-driven capital expenditure boom has provided stronger and longer-than-expected support to South Korea’s semiconductor cycle.
According to Odaily, Goldman Sachs said the large trade surplus generated by AI-related demand is expected to continue through the end of the year.
The bank forecast that South Korea’s full-year exports will exceed $1 trillion and that the current account surplus as a share of GDP will rise to 15%.
AI TRENDS | Goldman Sachs Expects South Korea’s Exports to Exceed $1 Trillion This Year
2026-06-23 09:53:58
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