South Korea's 2026 Trade Surplus Could Widen Significantly -- Market Talk

Dow Jones04-02 09:48

0148 GMT - South Korea's trade surplus could widen to around $200 billion this year from $77 billion in 2025, driven by strong semiconductor exports, Nomura's Jeong Woo Park says. "The chip uptrend shows no signs of peaking, and strong price effects and AI demand will continue to support a double-digit pace," the economist writes in a note after the country's export growth accelerated to 48% in March from 29% in February on brisk chip demand. Park plays down concerns that the Middle East conflict could disrupt supplies of helium and other key inputs for chip-making. Chip companies hold three to six months of key input inventories, and the conflict is unlikely to disrupt exports. (kwanwoo.jun@wsj.com)

(END) Dow Jones Newswires

April 01, 2026 21:48 ET (01:48 GMT)

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Park plays down concerns that the Middle East conflict could disrupt supplies of helium and other key inputs for chip-making. Chip companies hold three to six months of key input inventories, and the conflict is unlikely to disrupt exports. 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Park plays down concerns that the Middle East conflict could disrupt supplies of helium and other key inputs for chip-making. Chip companies hold three to six months of key input inventories, and the conflict is unlikely to disrupt exports. (kwanwoo.jun@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 01, 2026 21:48 ET (01:48 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4585","symbol_name":"ETF&股票定投概念","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2624452610","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2624452610","pubTimestamp":1775094480,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0148 GMT - South Korea's trade surplus could widen to around $200 billion this year from $77 billion in 2025, driven by strong semiconductor exports, Nomura's Jeong Woo Park says. \"The chip uptrend shows no signs of peaking, and strong price effects and AI demand will continue to support a double-digit pace,\" the economist writes in a note after the country's export growth accelerated to 48% in March from 29% in February on brisk chip demand. 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Park plays down concerns that the Middle East conflict could disrupt supplies of helium and other key inputs for chip-making. Chip companies hold three to six months of key input inventories, and the conflict is unlikely to disrupt exports. 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