Back to today’s briefing

Story perspectives

South Korea's Chip Exports Shift Amid US Tariffs

7/29/2025

48 9

Summary

Story summary

Semiconductors account for over 20% of South Korea's exports, projected to increase by 7.8% in 2025.
Exports to China decreased by 10.6%, while shipments to Taiwan and India increased.
US tariffs pose a risk to Korean chip exports, vital for AI technology.
China’s exports to the US could drop by $485 billion by 2027 due to tariffs.
Trade realignments may advantage Russia and other countries as China adjusts its markets.

1 of 1

Story summary

Semiconductors account for over 20% of South Korea's exports, projected to increase by 7.8% in 2025.
Exports to China decreased by 10.6%, while shipments to Taiwan and India increased.
US tariffs pose a risk to Korean chip exports, vital for AI technology.
China’s exports to the US could drop by $485 billion by 2027 due to tariffs.
Trade realignments may advantage Russia and other countries as China adjusts its markets.