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South Korea Posts Record Exports and Trade Surplus on AI Chip Boom

The surge shows how AI‑fueled chip demand is overpowering higher oil costs.

Shipping containers are seen at Pyeongtaek port in Pyeongtaek, South Korea, April 15, 2025. REUTERS/Kim Hong-Ji/File Photo

Overview

  • South Korea reported Wednesday that exports rose 48.3% from a year earlier to a record $86.13 billion.
  • The jump in overseas sales produced a $25.74 billion trade surplus, the largest monthly surplus on record.
  • Semiconductor exports rose 151.4% to $32.83 billion as memory prices climbed and server builders spent for artificial intelligence.
  • Imports increased 13.2% to $60.40 billion as higher oil prices met supply squeezes through the Strait of Hormuz.
  • Exports to China, the United States, and the European Union climbed, while shipments to the Middle East fell 49.1% during the conflict.