KITA Sees Q3 Exports Improving With EBSI at 107.0 as Chip Outlook Jumps to 142.6
Updated
Updated · Aju Press · Jun 28
KITA Sees Q3 Exports Improving With EBSI at 107.0 as Chip Outlook Jumps to 142.6
2 articles · Updated · Aju Press · Jun 28
Summary
Korea's Q3 export outlook index rose to 107.0, staying above 100 for a fourth straight quarter and signaling broader expectations for improving shipments.
Semiconductors led the optimism with an EBSI of 142.6, supported by steady server DRAM demand and stronger SSD orders as HDD supply stays tight.
Wireless devices and components scored 120.3 on expectations for second-half smartphone launches, while shipbuilding also helped offset weakness in many sectors.
Raw material supply and procurement climbed 41.6 points to 111.4—the highest since Q4 2017—as Middle East tensions eased, though manufacturing costs remained the lone survey item expected to worsen.
Exporters still flagged rising raw material prices and logistics costs as the main Q3 risks, with electrical and electronics at 74.1 and plastics, rubber and leather at 76.0.