Goldman Sachs: The AI capital expenditure boom has a stronger and longer-lasting impact on the Korean chip cycle than expected.

Goldman Sachs noted that the AI capital expenditure boom has exerted a stronger and longer-lasting driving force on South Korea's chip cycle than expected. The massive surplus driven by AI will extend until the end of the year. It is estimated that South Korea's annual exports will exceed $1 trillion, and the current account surplus as a share of GDP will rise to 15%. (Xinhua Finance)
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