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According to Goldman Sachs's earliest research report, as the chip industry booms, Korean semiconductor companies are expected to generate about 150 trillion won in net cash by 2026, which is equivalent to 4.9% of Korea's GDP in 2026. The Goldman Sachs analyst team also pointed out the following core data and trends in this report: Cash continues to skyrocket: South Korean semiconductor companies' net cash as a share of GDP may further soar to 9.3% by 2027. Overseas profit return: Judging from historical data, these chip giants will return an average of about 60% of the profits of their overseas affiliates back to South Korea. Giving back to the local economy: Goldman Sachs expects wages and dividends paid by major chip companies in Korea to reach 5.2% of GDP by 2027, which will be the highest level since available historical data, and is expected to significantly stimulate consumption and economic vitality in South Korea.

Zhitongcaijing·09/21/2026 01:09:02
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According to Goldman Sachs's earliest research report, as the chip industry booms, Korean semiconductor companies are expected to generate about 150 trillion won in net cash by 2026, which is equivalent to 4.9% of Korea's GDP in 2026. The Goldman Sachs analyst team also pointed out the following core data and trends in this report: Cash continues to skyrocket: South Korean semiconductor companies' net cash as a share of GDP may further soar to 9.3% by 2027. Overseas profit return: Judging from historical data, these chip giants will return an average of about 60% of the profits of their overseas affiliates back to South Korea. Giving back to the local economy: Goldman Sachs expects wages and dividends paid by major chip companies in Korea to reach 5.2% of GDP by 2027, which will be the highest level since available historical data, and is expected to significantly stimulate consumption and economic vitality in South Korea.