Loading…
Woori Financial Research Institute said U.S. data-center power costs and permitting issues could delay orders, increasing working-capital needs for South Korean suppliers that have already expanded capacity or staffing. It also said semiconductor exports and potential dollar flows from shareholder returns could support the won, forecasting USD/KRW at 1,320 by the end of November.
Strong semiconductor exports and greater dollar supply can push USD/KRW lower, reducing the won cost of imported feed inputs. Delayed data-center orders could weaken that export-support channel if they reduce supplier sales.
newsworks.co.krReporter Jin So-youngNov 9, 2026Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
