The 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.
8h
The 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.
8h
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