The Kobeissi Letter(@KobeissiLetter):BREAKING: South Korea's exports surged +72.5% YoY in August, their largest annual increase on record. This follows a +63.0% gain in July and marks the 2nd consecutive monthly improvement. South Korean exports have now seen above +40.0% YoY growth for 7-straight months. Semiconductor exports continue to lead the gains, surging +209.0% YoY, to $46.7 billion, driven by strong AI and data center investments. At the same time, shipments of computer-related products soared +419.0%. By destination, exports rose +119.0% to China, +89.3% to the US, +47.3% to India, and +14.6% to the EU. South Korea has become a global economic power.

2026.09.04 18:05

BREAKING: South Korea's exports surged +72.5% YoY in August, their largest annual increase on record. This follows a +63.0% gain in July and marks the 2nd consecutive monthly improvement. South Korean exports have now seen above +40.0% YoY growth for 7-straight months. Semiconductor exports continue to lead the gains, surging +209.0% YoY, to $46.7 billion, driven by strong AI and data center investments. At the same time, shipments of computer-related products soared +419.0%. By destination, exports rose +119.0% to China, +89.3% to the US, +47.3% to India, and +14.6% to the EU. South Korea has become a global economic power.