South Korea's artificial intelligence-led semiconductor boom has yet to generate a meaningful spillover into the broader economy, even as concerns over the won and financial stability are increasing the likelihood of a Bank of Korea (BOK) rate hike next month, Nomura's senior economist said.

South Korea's KOSPI surged over 90% in 2026, driven by Samsung Electronics and SK Hynix as AI chip demand triggers a memory semiconductor supercycle.

The artificial intelligence-led semiconductor boom has yet to show a strong spillover into South Korea's broader economy, even as currency and financial stabili

South Korea's artificial intelligence-led semiconductor boom has yet to generate a meaningful spillover into the broader economy, even as concerns over the won and financial…