South Korea’s exports reached $120.94 billion in September 2026, an 83.5% year-over-year increase, extending a growth streak to 16 consecutive months. Semiconductor shipments tripled to $60.3 billion, accounting for nearly half of the country’s total foreign sales. The monthly trade surplus hit $49.85 billion, a record high, as imports rose only 26%. Shipments to China and the United States jumped 123% and 137% respectively, driven primarily by semiconductors for AI data centers.
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