A Reuters poll released on November 27, 2025 projects that South Korea’s exports will grow 5.7 percent year over year in November, reflecting a rebound from the 3.5 percent increase in October. Analysts attribute this improvement to strong semiconductor and technology demand combined with the positive effect of the new U.S.–Korea trade arrangement, which eased tariff concerns and stabilized the broader industrial outlook.

Exports to the United States are estimated to have risen 5.7 percent in the first 20 days of the month after three months of decline. Shipments to China also increased. Semiconductor exports surged by 26.5 percent in the same period, while automotive exports rose 22.9 percent along with gains in other manufactured goods.

For U.S. companies sourcing from Asia, these trends point to Korea’s continued reliability as a supply base. The combination of improved export performance and clearer trade rules could enhance lead-time consistency and product availability across key industries.