South Korea’s semiconductor shipments rose in December by the most since 1997 while inventory growth slowed further, underscoring the pace at which a backlog of computer memory is being cleared in the country’s most important industry.
Factory shipments increased 113.7% from a year earlier while inventories grew 11.6%, the smallest rise since late 2022, according to data released Wednesday by the national statistics office. Separately, production grew 53.3% from a year earlier, the most since mid-2016.
South Korea’s semiconductor manufacturers have been conservative in expanding their output since demand collapsed in the wake of a pandemic-era boom in 2022. That’s helped stem price declines in memory chips, but it will be a while before the industry sees a full-fledged boom again, according to analyst groups, including TrendForce, a Taiwan-based researcher.
South Korea accounts for two-thirds of memory chips produced in the world and its semiconductor industry serves as an indicator of global technology demand. The government is pinning hopes on a sustained recovery of semiconductor exports to drive an acceleration in its economic expansion this year.