QTC: Korea – so-so semi
The Asian export cycle feels softer than it should be, with the YoY loss of momentum seen again in Korea's FM data for May. The reason is a faltering of the semi recovery, without other sectors taking over.
![QTC: Korea – so-so semi](/content/images/size/w2000/2024/06/Screenshot-2024-06-01-at-10.38.34-AM-1.png)
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