@eviraThe phrase tech cycle is starting to feel too small for what's happening. When one technology can materially shift the export numbers of a major economy, that's not a sector story anymore. South Korea's semiconductor exports climbed 259% in the first 20 days of September, and an AI investment boom is doing most of the lifting. What's striking is where this shows up now: national trade data, not just tech headlines. AI has moved past reshaping one industry and into the numbers countries report.

@eviraThe phrase tech cycle is starting to feel too small for what's happening. When one technology can materially shift the export numbers of a major economy, that's not a sector story anymore. South Korea's semiconductor exports climbed 259% in the first 20 days of September, and an AI investment boom is doing most of the lifting. What's striking is where this shows up now: national trade data, not just tech headlines. AI has moved past reshaping one industry and into the numbers countries report.