← Watchtower
September 12, 2026

🇰🇷 South Korea’s nominal GDP grew 26.4% year over year in Q2, its fastest pace in nearly 47 years.

The main driver was memory chips.

Korea’s semiconductor exports jumped 193% and reached a record 44% of total exports. Memory is a critical input for AI servers, and demand continues to outpace supply.

🇰🇷 Samsung Electronics and 🇰🇷 SK hynix are projected to become the world’s second- and third-most profitable companies by operating profit in 2028.

South Korea’s country ETF is up 94% in dollar terms, making it the best-performing country fund of 2026.