QTC: Korea – semi strength stalls
IP data show the sharp recovery in chip production from early 2023 has lost momentum this year. That is significant for the overall economy when the 80% of manufacturing that isn't semi hasn't yet started to grow.
![QTC: Korea – semi strength stalls](/content/images/size/w2000/2024/05/Korea--IP--Change-since-2015-1.png)
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