Goldman Sachs: AI capital expenditure boom has both stronger and longer-lasting impact on South Korea's chip cycle than expected

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