Why The AI Cycle Isn't A Bubble: Reading The Korean Macro Tape
The article discusses the recent surge in South Korea's semiconductor exports, which increased by 150.7% year-over-year. This growth is attributed primarily to a significant rise in unit prices rather than an increase in volume. The analysis suggests that the current AI cycle is not a bubble, as evidenced by these macroeconomic trends.
- ▪South Korea's semiconductor exports surged 150.7% year-over-year.
- ▪The increase was driven mainly by a 106.8% rise in unit prices.
- ▪There was no significant expansion in volume contributing to this growth.
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