Goldman Sachs analysts led by Irene Choi say the semiconduct
文 / 小金
2026-09-21 12:01:24
来源:亚金网
Goldman Sachs analysts led by Irene Choi say the semiconductor boom could generate about KRW150 trillion of net cash for South Korean chip firms in 2026 (≈4.9% of GDP), rising to 9.3% in 2027. The report says the degree to which firms repatriate overseas earnings—historically about 60%—could be a key determinant of domestic financial-market dynamics; wages and dividend payouts by major chip companies are projected to reach 5.2% of GDP by 2027, the highest on record.
