South Korea’s Customs Tariff Office released the latest trade data: in the first 20 days prior to September, South Korea’s total exports reached USD 71.4 billion, up 78.3% year-on-year, marking a record high. Among them, semiconductor exports surged 259.4% year-on-year; when calculated by working days, the export growth rate was even higher at 89.8%. Overall, the trade surplus came in at USD 22.97 billion.
As a key barometer of the global macro technology cycle, South Korea’s chip exports—jumping nearly 260%—have completely dispelled market doubts about a slowdown in AI hardware demand. This extreme surge in hard-core data confirms that the global technology supply chain and the construction of compute infrastructure are still in a strong upward “supercycle,” with very solid fundamental support.
From the perspective of macro risk assets, strong trade momentum effectively boosted confidence in the Asia-Pacific market and increased investors’ willingness to chase high-Beta growth assets. The robust business conditions across the global semiconductor supply chain provided an exceptionally strong bottom support for technology benchmark indexes such as the Nasdaq, further reigniting global risk appetite (Risk-on).
For the crypto market, the comprehensive boom in AI and compute-power hardware will directly flow through to AI-themed tokens and decentralized physical infrastructure (DePIN) tracks. On-chain liquidity and risk appetite are set to move in tandem, lifting BTC’s ability to hold firm around key technical support levels. In the next phase, BTC could follow technology assets into a new round of breakout breakout on increased volume. 🚀
#Semiconductor #GlobalTrade #CryptoMarket
As a key barometer of the global macro technology cycle, South Korea’s chip exports—jumping nearly 260%—have completely dispelled market doubts about a slowdown in AI hardware demand. This extreme surge in hard-core data confirms that the global technology supply chain and the construction of compute infrastructure are still in a strong upward “supercycle,” with very solid fundamental support.
From the perspective of macro risk assets, strong trade momentum effectively boosted confidence in the Asia-Pacific market and increased investors’ willingness to chase high-Beta growth assets. The robust business conditions across the global semiconductor supply chain provided an exceptionally strong bottom support for technology benchmark indexes such as the Nasdaq, further reigniting global risk appetite (Risk-on).
For the crypto market, the comprehensive boom in AI and compute-power hardware will directly flow through to AI-themed tokens and decentralized physical infrastructure (DePIN) tracks. On-chain liquidity and risk appetite are set to move in tandem, lifting BTC’s ability to hold firm around key technical support levels. In the next phase, BTC could follow technology assets into a new round of breakout breakout on increased volume. 🚀
#Semiconductor #GlobalTrade #CryptoMarket