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Sunday, November 15, 2026

韓国銀行「同じ半導体好況でも韓国の消費回復、台湾より遅れる可能性」

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グローバルな人工知能(AI)投資拡大基調にもかかわらず、韓国の消費回復ペースが台湾より遅れる可能性があるとの分析が出た。台湾は韓国とともに半導体市況の好況で恩恵を受けた代表的な国だ。同じくAI発の景気成長を経験しているが、韓国は台湾より内需回復の速度が鈍い可能性があるという。15日、韓国銀行によると、最近、韓銀は『台湾の半導体景気好況の

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