# Woori Financial Research Institute: If US data center orders pile up, domestic suppliers will face working capital burdens

> 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.

- Date: 2026-11-09 · published 2026-11-09T09:11:02.155Z
- Category: macro · region South Korea · magnitude low
- Page: https://feedsoft.ai/events/89170-woori-financial-research-institute-if-us-data-center-orders-pile-up-domestic
- Commodities: [Korean Won (KRW per USD)](https://feedsoft.ai/c/USDKRW.md)

## Why it matters

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.

## Read by commodity

- USDKRW: bearish ▼

## Sources

- newsworks.co.kr: https://www.newsworks.co.kr/en/articleView.html?idxno=902446

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.