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Normale Ansicht

Goldman Sees ‘AI-Driven Super Surplus’ Swelling in Korea, Taiwan

11. Mai 2026 um 05:26
South Korea and Taiwan’s artificial intelligence-fueled chip booms are set to swell both economies’ current-account surpluses to fresh records and pressure their central banks to raise interest rates later this year.

A model of an LG Electronics A11 4K AI Processor displayed at the World IT Show in Seoul. Photographer: SeongJoon Cho/Bloomberg

Goldman Sees ‘AI-Driven Super Surplus’ Swelling in Korea, Taiwan

11. Mai 2026 um 05:26
South Korea and Taiwan’s artificial intelligence-fueled chip booms are set to swell both economies’ current-account surpluses to fresh records and pressure their central banks to raise interest rates later this year.

A model of an LG Electronics A11 4K AI Processor displayed at the World IT Show in Seoul. Photographer: SeongJoon Cho/Bloomberg
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