Korea's earnings increasingly hinge on chips: S&P
ONP Summary
President Lee Jae Myung announced a comprehensive investment initiative spanning semiconductors, AI data centers, and physical AI research, with major chipmakers Samsung Electronics and SK Hynix committing substantial capital for new fabrication facilities. The planned concentration of manufacturing infrastructure in the Gwangju region aims to advance technology competitiveness while reducing economic disparities between Seoul and the rest of the nation.
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South Korea's corporate earnings are becoming increasingly dependent on semiconductors, even as the AI-driven chip boom is expected to continue through at least 2028, S&P Global Ratings said Tuesday.
"Corporate earnings have been very strong this year, but the picture varies significantly across sectors," said Jeremy Kim at a Seoul briefing.
"Growth is concentrated in semiconductors, while most other sectors are either growing modestly or remain under external pressure," he said, describing this ...