Bank of Korea data show second-quarter nominal GDP jumps 26.4% year on year on semiconductor strength
Question
Bank of Korea data show second-quarter nominal GDP jumps 26.4% year on year on semiconductor strength
Direct answer
The data support the won and Korean cyclicals tied to chips, while reinforcing the market focus on memory-semiconductor earnings and capex.
- Original publisher
- Market Ontology
- Evidence through
- 2026-09-08
- Published
- 2026-10-20
- Revision
- 1 · 2026-10-20
Cite as: Market Ontology, “Bank of Korea data show second-quarter nominal GDP jumps 26.4% year on year on semiconductor strength”, revision 1, evidence through 2026-09-08. https://marketontology.com/market-events/2026-09-08/bank-of-korea-data-show-second-quarter-nominal-gdp-jumps-26-4-year-on-year-on-se-52b350
How this development reaches the affected companies
| Asset | Exposure and channel | Direction | Evidence |
|---|---|---|---|
| KRW | stronger growth and an upgraded forecast improve the macro backdrop for the currency | Up1-5d | BoK said nominal GDP rose 26.4% year on year and raised its 2026 growth forecast to 3.3% |
| 005930.KS | semiconductor-led growth signals stronger sector momentum for Samsung Electronics and peers | Up1-5d | the BoK attributed the upgrade to a semiconductor supercycle |
| 000660.KS | memory-chip strength directly supports SK hynix through firmer industry demand and pricing | Up1-5d | the BoK cited a semiconductor supercycle as the driver of faster growth |
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Sources
Related
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