CHIPS NOW NEARLY HALF OF KOREA'S EXPORTS

South Korea's semiconductor exports surged 222.5% year-over-year in the first 20 days of October, according to Korea Customs Service data. Chips now account for 44.7% of the country's total exports, up from 28.5% a year earlier, as AI-driven memory demand reshapes Korea's economy. The shift shows how concentrated the AI buildout has become for chipmakers feeding Nvidia's supply chain, tracked broadly by $SOXX.