Bank of Korea Urgently Warns: South Korea’s Chip Exports Could Drop by Up to $100 Billion if AI Spending Slows

According to foreign media reports, data from the Bank of Korea shows that if major U.S. technology companies slow down their capital spending on artificial intelligence (AI) next year, South Korea’s semiconductor exports could fall by $50 billion to $100 billion compared with earlier forecasts. This assessment underscores growing concern over the country’s heavy reliance on chips, which account for about half of South Korea’s total exports.