经合组织（OECD）于7月2日发出警告，称韩国日益依赖半导体出口，可能会加剧该国对外部冲击的脆弱性。此前，该组织曾因人工智能热潮而将其对韩国2026年的增长预期上调至2.6%，上述评估是在该增长预期发布约一个月后提出的。
经合组织在其《OECD经济调查：韩国2026》报告中做出了这一评估。6月份半导体出口额近乎翻了三番，达到448.2亿美元，助力韩国月度出口总额首次突破1000亿美元大关。
经合组织经济部部门主管道格拉斯·萨瑟兰（Douglas Sutherland）在世宗举行的新闻发布会上表示，政府当局应密切监测芯片产业周期。他建议将超额收入用于支持教育或未来增长动力。
该报告还强调了人口压力，指出韩国4月份的总和生育率为0.93。报告建议在2035年前将养老金领取年龄提高至63岁以上，并就财政可持续性建立更广泛的共识。
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South Korea's exports in June surpassed $100 billion for the first time ever, rising 70.9 percent from a year earlier to $102.25 billion thanks to record semiconductor shipments.
The Asian Development Bank has raised its 2026 growth forecast for South Korea to 1.9 percent, driven by rising exports and improved private consumption. This represents a 0.2 percentage point increase from its December prediction. The outlook matches 1.9 percent projections from the IMF and Korea Development Institute, while the Bank of Korea expects 2 percent.
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South Korea's industrial output fell 0.3 percent in May from April, mainly due to adjustments in chip production and supply disruptions, data released Tuesday showed.
South Korea's exports exceeded $85.89 billion in April, topping $80 billion for the second consecutive month. The figure jumped 48 percent from a year earlier, driven by robust semiconductor shipments. The trade surplus reached $23.77 billion, marking the second straight month above $20 billion.
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A senior U.S. official praised South Korea's semiconductor capabilities at the Pax Silica Summit in Washington on June 25. Under Secretary Jacob Helberg expressed expectations for Seoul's contributions to AI supply chain security.