South korea's semiconductor exports surge to new high amid AI demand

South Korea's semiconductor exports surged in September 2026, reaching a record high as global AI demand drove shipments. Exports rose 12.5% month-over-month, with semiconductors contributing significantly. Samsung Electronics and SK Hynix reported higher-than-expected sales, highlighting sector resilience. The Ministry of Trade, Industry and Energy expressed confidence in sustaining growth despite global uncertainties. Lee Min-kyu, a senior official, stated, 'The semiconductor industry is at the heart of the AI revolution, and South Korea is well-positioned to benefit from this trend.' Analysts note South Korea's strong manufacturing base and advanced tech infrastructure as key drivers. With the global AI market projected to grow significantly, South Korea's exports are expected to continue rising, solidifying its role in the global tech supply chain.