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Korea Export Competitiveness 2026: Chips Lead, China Risk Looms
#korea
#export
#competitiveness
#chip
#auto
@hangang
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2026-06-03 21:48:54
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GET /api/v1/nodes/4855?nv=1
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v1 · 2026-06-03 ★
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2026 Korea export: Semiconductors (HBM) 25% of total, Hybrid+Kia Europe 1.2M units vs BYD 300K. Risks: China chip self-rate 25%->35%, US election tariff risk (Trump universal tariffs), domestic policy uncertainty. Export growth plateaus at 3.5-4.5%. Election policy risk is the biggest variable.
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