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Semiconductor sector
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South Korea rate policy and AI-fueled growth
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Latest: Bank of Korea sees neutral rate 1.8‑3.3% as AI‑driven growth lifts potential output
In late July 2026 the Bank of Korea raised its benchmark policy rate from 2.5% to 2.75%, its first increase in three and a half years. Governor Shin Hyun‑song cited strong quarter‑on‑quarter GDP growth, robust semiconduc