巴克莱经济学家Bum Ki Son在研报中表示，2026年上半年，韩国以芯片为主导的出口有望保持强劲增长势头。

　　他指出，半导体合约价大幅上涨推动韩国科技产品出口走高，2026年一季度芯片平均价格环比攀升30%至40%。

　　考虑到产能受限及供应短缺状况或持续至2026年底，其预计芯片合约价将在二季度进一步上涨。

　　他补充称，受此影响，2026年上半年韩国半导体出口的增长势头将延续。

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