Marcel Thieliant of KITU Macro said that despite recent upward risks in GDP growth, South Korea's semiconductor-driven economic boom may lose momentum within two years. The economist predicts that the US AI investment boom will lose momentum in 2028, which may prompt South Korean chipmakers to start cutting capital spending as the industry is highly cyclical. Thieliant pointed out that Samsung Electronics and SK Hynix announced a total investment plan of 800 trillion won to build a new chip manufacturing plant in southwestern Korea, but the schedule has not yet been disclosed. He pointed out that as the post-pandemic electronics boom reversed, SK Hynix cut its capital expenditure by two-thirds in 2023.

Marcel Thieliant of KITU Macro said that despite recent upward risks in GDP growth, South Korea's semiconductor-driven economic boom may lose momentum within two years. The economist predicts that the US AI investment boom will lose momentum in 2028, which may prompt South Korean chipmakers to start cutting capital spending as the industry is highly cyclical. Thieliant pointed out that Samsung Electronics and SK Hynix announced a total investment plan of 800 trillion won to build a new chip manufacturing plant in southwestern Korea, but the schedule has not yet been disclosed. He pointed out that as the post-pandemic electronics boom reversed, SK Hynix cut its capital expenditure by two-thirds in 2023.