韩国出口因用于驱动人工智能的芯片需求激增而飙升至月度纪录高位。
South Korea’s exports have surged to a monthly record amid explosive demand for chips used to power artificial intelligence.
海关周四发布的初步数据显示,9月出口同比激增83.5%,达到1209亿美元,超过了6月创下的1022.5亿美元月度纪录。
Exports jumped 83.5 percent year-on-year to $120.9bn in September, eclipsing the previous monthly record of $102.25bn set in June, preliminary customs figures showed on Thursday.
根据韩国关税厅数据,芯片出口占出口总额近半,飙升逾260%至603亿美元。
Chip shipments accounted for nearly half of exports, soaring more than 260 percent to $60.3bn, according to data from the Korea Customs Service.
今年1至9月累计出口达8145亿美元,超过去年全年7097亿美元的纪录水平。前九个月,韩国贸易顺差达498.5亿美元。
Total exports from January through September hit $814.5bn, exceeding those for all of 2025, when exports reached a record $709.7bn. During the first nine months of the year, the country recorded a trade surplus of $49.85bn.
韩国产业通商资源部长官金正宽在声明中表示:“这再次证明了我国产业和企业的实力,是企业家们在全球市场激烈竞争中流汗努力的成果。”
“This is a valuable achievement that once again demonstrates the strength of our industries and companies, and is thanks to the sweat and efforts of our entrepreneurs who have competed fiercely in the global market,” said Kim Jeong-kwan, South Korea’s minister for trade and industry, in a statement.
金正宽表示:“虽然我们预计今年出口将达到1万亿美元,但全球保护主义抬头和中东局势紧张仍是影响我国出口的主要变数。”因用于AI的存储芯片全球短缺,韩国经济今年异常火爆。
“While we expect to achieve $1 trillion in annual exports, the strengthening of global protectionism and tensions in the Middle East remain major variables affecting our exports,” Kim said. South Korea’s economy has been running red-hot this year amid a global shortage of memory chips used in AI.
作为亚洲第四大经济体,韩国拥有全球最大规模半导体产业之一,由SK海力士和三星电子等顶级存储芯片制造商领衔。
Asia’s fourth-largest economy is home to one of the world’s largest semiconductor industries, led by top memory chip makers SK Hynix and Samsung Electronics.
据Counterpoint Research数据,SK海力士和三星电子合计控制全球高带宽存储器约80%市场份额,以及动态随机存取存储器约60%市场份额。
SK Hynix and Samsung Electronics together control roughly 80 percent of the global market for high-bandwidth memory and 60 percent of the market for dynamic random-access memory, according to Counterpoint Research.
韩国名义国内生产总值(GDP)增速在4至6月季度创下五十年新高,同比飙升26.4%。
South Korea’s nominal gross domestic product (GDP) growth hit a five-decade high in the April-June quarter, skyrocketing 26.4 percent year-on-year.
韩国企划财政部预测,2026年实际GDP将增长3%,若不计入新冠疫情异常年份,这将是自2017年以来的最强表现。
South Korea’s Ministry of Finance and Economy has forecast real GDP to grow 3 percent in 2026, which would be the strongest performance since 2017, excluding the outlier years of the COVID-19 pandemic.
AI热潮也推动该国股市跻身今年表现最佳的交易所之列,基准指数KOSPI上涨近60%。
The AI boom has also propelled the country’s stock market into the ranks of the best-performing bourses this year, with the benchmark Kospi rising nearly 60 percent.