South Korean Won Remains Weak Despite AI‑Driven Chip Exports

The South Korean won continues to depreciate despite the recent trade surplus generated by AI‑focused chip exports. In 2023, the country recorded a record rise in chip exports powered by AI technology, and its overall trade surplus reached a historic high. Nevertheless, the won remains one of the worst performers among regional currencies. Exchange‑rate volatility, rising global interest rates, and shifting investor confidence are among the factors contributing to its decline. While the expanding trade surplus signals a positive trend for Korea’s external balance, the currency’s weakness raises import costs and heightens inflationary pressure, adding further strain to the country’s macroeconomic stability. In short, the trade surplus driven by AI‑enabled chip exports has proven insufficient to halt the won’s depreciation. Investors and policymakers continue to monitor these dynamics closely. This is not investment advice.

📊 AMD — Piyasa Yorumu

■ neutral · 55%

The decline in Korea Won's AI-based chip exports may exert slight pressure on the overall AI chip market, but AMD's price is above its 20-day SMA with strong MACD indicators, indicating an upward trend. The 24-hour 9.7% increase reflects a positive perception of the company's fundamental performance. In the short term, the price may experience a slight correction due to sectoral sensitivity, but a significant decline is not expected.

RSI 14

69.8

MACD

14.15

24h Δ

9.74%

📊 NVDA — Piyasa Yorumu

■ neutral · 60%

The decline in the Korean Won may not have a direct impact on NVIDIA (NVDA) stock, despite AI-based chip exports. Looking at technical indicators, the RSI14 stands at 48.96, indicating a neutral zone. The MACD and MACD signal lines are in negative territory but are converging. The last closing price was $214.30, remaining above the 20-day simple moving average of $212.91 but below the 50-day simple moving average of $217.44. This suggests the stock may follow a neutral trajectory in the short term.

RSI 14

49.0

MACD

-0.99

24h Δ

-0.81%

Canlı Grafikler