📊Executive Summary

As of November 2025, South Korea's current account balance reached a record high of $12.24 billion, largely driven by a significant increase in semiconductor exports. The Bank of Korea reported that exports rose by 5.5% year-over-year, with IT goods, particularly semiconductors, showing a remarkable 38.7% increase. This sustained export growth, now at 31 months of surplus, indicates a strong demand for semiconductors, which could impact procurement strategies for companies reliant on these components. The article highlights the importance of monitoring semiconductor supply dynamics, given the ongoing trade tensions affecting other sectors....