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As the ‘non-war theory’ between North and South Korea became stronger, an analysis was conducted that if a war with Taiwan broke out, South Korea’s GDP would decline by 23%. Bloomberg Economics estimates that if China invades Taiwan and the United States intervenes, the world economy's GDP will plummet by 10% of the $10 trillion scale, and in the first year of the war, Taiwan's GDP will plummet ..

Semiconductor-related stocks continue to fall, Korean government expects semiconductor exports to rebound this year While semiconductor-related stocks continued to decline at the beginning of the year as the possibility of an interest rate cut weakened, the Korean government announced a 2.4% economic growth forecast from an ‘export rebound’ due to the recovery of the semiconductor economy this y..

Kyong-ho Choo failed to hit the low in May, and the trade deficit widened. IMF 1.4% ADB 1.3% growth rate decline In July, as the decline in semiconductor exports and exports to China became a fatal blow, Deputy Prime Minister Choo Kyung-ho's economic stimulus measures at the "low point in May" failed, and the IMF lowered this year's economic growth forecast to 1.4%, while the ADB lowered it to 1..

Samsung's worst 'May bottom' suddenly changed to '2nd quarter bottom', foreign press '3rd quarter further decline' As Samsung's 2Q performance plunged 96% compared to the previous year, the 'May low point' in the worst performance announcement suddenly turned into '2Q bottom', and foreign media reported '3Q bottom' and market research as '3Q additional decline'. showed contrast. 'Newsis' said, "..

Japan EU Semiconductor Security Alliance Signed, China Semiconductor Fuel Export Restriction 'Head-to-head' Japan and the European Union (EU) signed a security alliance with semiconductors, and China announced a semiconductor fuel export control policy, turning the semiconductor war into a confrontation between Japan and China. Japan signed a memorandum of understanding with the European Commiss..

At the summit, South Korea restores Japan as a white nation, and semiconductors fail to recognize exceptions for imports from China. On the 24th, ahead of the Korea-US summit, the Yoon Seok-yeol government announced the restoration of a white country in Japan, requested the United States to grant an exception to the high-tech equipment from Korean semiconductor companies invested in China, and t..

Mexico and Indonesia have become powerhouses in fierce competition to attract electric vehicle and semiconductor battery businesses. “We are preparing to build several manufacturing hubs for electric vehicles across the country,” Mexican Foreign Minister Ebrad told Reuters on the 3rd. Indonesia, which holds the world's largest deposits of nickel ore, a vital commodity for electric vehicles, acco..

A Chinese mutual fund investment in Samsung Electronics has begun to respond to the US semiconductor chip regulation law. China's Securities Regulatory Commission has approved China's first mutual fund to invest in Samsung Electronics, Reuters reported on the 10th, citing a fund official. "The approval came amid rising geopolitical tensions between the world's two largest economies," the news ag..

The negative growth of semiconductors showed a 12.3% increase in inventories while semiconductor shipments plunged -26.1% in July. The 1.3% decline in mining industry production in July was led by a decrease in semiconductors (-3.4%) and machinery equipment (-3.4%), while the production of memory semiconductors such as flash memory DRAM and semiconductor assembly equipment wafer processing equip..

As the government and chaebols increase their dependence on US investment in the domestic economy, where investment is sharply declining, the economic slowdown continues, in which manufacturing shipments decrease and inventories rise. Manufacturing shipments in April fell 2.3% MoM, while the manufacturing inventory ratio rose 2.8%P MoM to 117.2%. In April, facility investment plummeted by 7.5% (..