韩国财政部长李亨一周六表示，半导体繁荣至少将持续到2027年。
The semiconductor boom will last at least through 2027, South Korean finance minister Lee Hyoung-Il said on Saturday.
“目前，我们的看法是，我们至少可以将这种增长维持到明年，”李亨在曼谷举行的IMF-世界银行年会期间对CNBC表示。“这是因为半导体的需求与供应之间的差距仍然非常大，而供应仍在扩张。”他的言论发表于本周早些时候，当时半导体股票因投资者对加息的担忧以及来自中国公司的竞争加剧而出现急剧下跌。韩国的半导体股票如SK海力士和首尔半导体是此次抛售的一部分， alongside 美国巨头如英伟达。
"For now, our view is that we can sustain this growth at least through next year," Lee told CNBC on the sidelines of the IMF-World Bank annual meetings in Bangkok. "That's because the gap between demand and supply for semiconductors is still very wide, and supply is still being expanded." His comments come after semiconductor stocks fell sharply this week, hurt by investor concerns about interest rate hikes and rising competition from Chinese companies. South Korean chip stocks like SK Hynix and Seoul Semiconductor were part of the sell-off, along with U.S. giants like Nvidia Chip stocks have fueled volatility in South Korea's stock market this year, Lee said.
李亨表示，半导体股票今年一直在推动韩国股市的波动。他将市场的剧烈波动归因于半导体产业在经济中的占比高于其他国家。尽管市场波动，韩国经济是“稳固的”，李亨说。
He attributed the market's wild swings to the semiconductor industry's larger share of the economy than in other countries.
周四，韩国著名出版物《每日商务报》的一篇评论文章呼吁该国政府为人工智能繁荣即将到来的放缓做好准备。作者称，根据CNBC的翻译，两位专家预计将出现半导体“新供应的洪流”，这将把内存市场变成“红海”，时间点为2029年。苹果1999美元的iPhone Duo将把公司的地位象征力量置于考验之中。特朗普表示白宫并未下令在乌克兰限制星链。
Despite the market swings, South Korea's economy is "solid," Lee said. On Thursday, an opinion column in Maeil Business Newspaper a prominent South Korean publication, urged the country's government to prepare for the coming slowdown in the artificial intelligence boom.
蓝色起源计划在佛罗里达投资3.3亿美元以推动新格伦发射。SpaceX的AI政策负责人因Grok的安全性和性化图像问题被纽约市议会质询。虽然韩国的半导体可能正在推动其股市的波动，但该行业也推动了税收增长。李亨表示，该国预计今年将征收比最初预期更多的税收。李亨补充说，由于芯片繁荣，韩国最终将处于更强的财政状况。维达德顾问公司的拉斯穆森表示，不要忽视韩国的机遇。
The author said two experts expect a "flood of new supply" of semiconductors that will turn the memory market "into a red ocean" by 2029, according to a CNBC translation Apple's $1,999 iPhone Duo puts the company's status-symbol power to the test Trump says White House didn't order Starlink restrictions in Ukraine Blue Origin plans $330 million Florida expansion to ramp New Glenn launches SpaceX AI policy leader grilled by NYC Council on Grok safety, sexualized images While South Korea's semiconductors may be driving volatility in its stock market, the industry has also fueled tax growth. Lee said the country expects to collect more taxes than initially projected this year. South Korea will ultimately be in a stronger fiscal position because of the chip boom, he added. Don't overlook opportunity in South Korea, says Verdad Advisers' Rasmussen