半導体
South Korea's exports jump 34 percent in January on semiconductor demand
AIによるレポート AIによって生成された画像
South Korea's exports rose 33.9 percent year-on-year in January to $65.85 billion, fueled by strong demand for semiconductors. This marked the highest January figure on record and the first time surpassing $60 billion for the month. The trade surplus reached $8.74 billion, extending the streak to 12 consecutive months, according to Ministry of Trade, Industry and Resources data.
Seoul's stock market opened sharply lower on February 2 due to risk-averse sentiment following the nomination of a new U.S. Federal Reserve chair. The KOSPI index fell 1.05% in the first 15 minutes and was down 3.47% by 11:20 a.m. Investors offloaded tech heavyweights, particularly major semiconductor makers.
AIによるレポート
South Korea's industrial output grew at the slowest pace in five years in 2025, despite robust performance in the semiconductor sector. Retail sales and facility investment showed signs of improvement, according to government data.
Taiwan's authorities have hailed a US tariff cut to 15% as a 'home run', but opposition parties warn it risks gutting the island's semiconductor sector, while Beijing labels it an exploitative plot. The deal involves Taiwan committing up to US$500 billion in investments in the United States in exchange for the tariff reduction. Observers express concerns over the potential hollowing out of Taiwan's industrial base.
AIによるレポート
世界最大のチップメーカーである台湾積体電路製造（TSMC）は、第4四半期の過去最高益を発表した。同社はAIチップの需要が尽きることがないと述べ、潜在的なバブルへの懸念にもかかわらず、顧客が同社にさらなる生産能力を求め続けていると語った。
South Korea's exports fell 2.3 percent year-on-year in the first 10 days of January, despite robust semiconductor shipments. According to Korea Customs Service data, outbound shipments totaled $15.55 billion for the period. Weaker performance in automobiles, vessels, and steel products offset the gains.
AIによるレポート
Major South Korean securities firms are projected to report improved fourth-quarter earnings, backed by a stock market rally extending into the new year. According to data from Yonhap Infomax, the combined operating profit forecast for the top four local brokerages reached 1.25 trillion won (USD 857.2 million), up 17.13 percent from the previous quarter. Heavy trading in the chip sector and strong investment banking performances are cited as key drivers.
Samsung chairman warns against complacency despite strong earnings
2026/01/23 02:44Seoul stocks trim gains after breaching 5,000-point mark
2026/01/22 05:00South Korean PM arrives in Washington for US trade talks
2026/01/21 08:05Kioxiaのメモリ生産能力、2026年まで完売
2026/01/20 13:34South Korea's exports rise 14.9% in first 20 days of January
2026/01/15 06:34China's supercooling tech boosts military radar chips by 40%
2026/01/15 05:03米国、中国向けAIチップ輸出に25%の関税を課す
2026/01/14 23:53South Korea seeks optimal response to US AI chip tariff proclamation
2026/01/12 23:46Seoul stocks trim gains after hitting fresh high Tuesday morning
2026/01/12 14:55Chip designer GigaDevice surges 45% in Hong Kong debut