半导体
South Korea's exports jump 34 percent in January on semiconductor demand
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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.
由于新美国联邦储备委员会主席提名的风险规避情绪，首尔股市于2月2日大幅低开。KOSPI指数在前15分钟下跌1.05%，至上午11:20下跌3.47%。投资者抛售科技股巨头，特别是主要半导体制造商。
台湾当局将美国降低对台关税至15%的协议称为“本垒打”，但反对党警告此举可能掏空岛内半导体产业，北京则斥之为经济剥削阴谋。台湾承诺在美国投资高达5000亿美元，以换取关税减让，此安排引发对产业基础流失的担忧。
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Taiwan Semiconductor Manufacturing Company (TSMC), the world's leading chipmaker, announced record earnings for the fourth quarter. The firm stated that demand for AI chips remains endless, despite concerns over a potential bubble. Customers continue to request more capacity from the company.
韩国1月前10天出口同比下降2.3%，尽管半导体出货强劲。根据韩国海关数据，该时期出境发货总额达155.5亿美元。汽车、船舶和钢铁产品的疲软表现抵消了涨幅。
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韩国主要证券公司预计报告改善的第四季度盈利，受延续至新年的股市反弹支撑。据韩联社Infomax数据，四大本土券商合并经营利润预测达1.25万亿韩元（8.572亿美元），较上季度增长17.13%。芯片板块交易活跃和投资银行业绩强劲被视为关键驱动因素。
三星董事长警告勿因强劲业绩而自满
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