South Korea FDI notifications rise 10.8% in Q3 on chip, AI demand — Eter News

Enriched Analysis 深度解析

South Korea FDI notifications rise 10.8% in Q3 on chip, AI demand芯片与人工智能需求推动韩国第三季度外商直接投资申报增长10.8%

Foreign direct investment notifications in South Korea rose 10.8% year on year to $22.9 billion in the third quarter, while arrivals increased 30.6% to $14.9 billion. Manufacturing facility projects accounted for 80% of notifications, as strong semiconductor and AI infrastructure demand supported investment, led by higher U.S. commitments despite declines from Japan, China and the European Union.韩国第三季度外商直接投资申报额同比增长10.8%，达到229亿美元，实际到资额增长30.6%，达到149亿美元。制造业设施建设或扩建项目占申报总额的80%。半导体和人工智能基础设施需求支撑投资，美国申报额上升，但日本、中国和欧盟来源的申报额均下降。

Korea JoongAng Daily 7 Oct 2026 2026年10月7日

22.922.9

FDI notifications外商直接投资申报额

8080

Manufacturing share of notifications制造业项目占申报额比例

35.135.1

U.S. notifications growth美国申报额增幅

01The Story新闻事实

Foreign direct investment notifications in South Korea rose 10.8% year on year to $22.9 billion in the third quarter, while arrivals increased 30.6% to $14.9 billion. Manufacturing facility projects accounted for 80% of notifications, as strong semiconductor and AI infrastructure demand supported investment, led by higher U.S. commitments despite declines from Japan, China and the European Union.韩国第三季度外商直接投资申报额同比增长10.8%，达到229亿美元，实际到资额增长30.6%，达到149亿美元。制造业设施建设或扩建项目占申报总额的80%。半导体和人工智能基础设施需求支撑投资，美国申报额上升，但日本、中国和欧盟来源的申报额均下降。

  • FDI notifications rose 10.8% year on year to $22.9 billion in the third quarter.第三季度外商直接投资申报额同比增长10.8%，达到229亿美元。
  • FDI arrivals increased 30.6% to $14.9 billion during the period.同期外商直接投资实际到资额增长30.6%，达到149亿美元。
  • Manufacturing facility construction or expansion accounted for 80% of notifications, or $18.5 billion.制造业设施建设或扩建项目占申报总额的80%，金额为185亿美元。
  • U.S. FDI notifications rose 35.1% to $6.7 billion.美国对韩外商直接投资申报额增长35.1%，达到67亿美元。
  • Notifications from the European Union, Japan and China fell to $2.4 billion, $1.9 billion and $1.7 billion, respectively.欧盟、日本和中国来源的申报额分别降至24亿美元、19亿美元和17亿美元。

South Korea is attracting investment toward semiconductor manufacturing and AI-related infrastructure, but the source mix is becoming more uneven as U.S. commitments rise while major Asian and European sources decline.韩国正吸引投资流向半导体制造和人工智能相关基础设施，但随着美国投资增加、主要亚洲和欧洲来源下降，投资来源结构变得更加不均衡。

024 Dimensions维度分析

Consequence影响推演

Investment momentum投资势头

Both notifications and arrivals increased in the third quarter, indicating stronger announced investment alongside higher realized inflows. The ministry linked the momentum to demand for Korean semiconductors and AI infrastructure equipment.第三季度投资申报额和实际到资额均增长，显示宣布中的投资和已经落地的资金流入同步增强。韩国贸易、工业和资源部将这一势头与韩国半导体及人工智能基础设施设备的需求联系起来。

FDI notifications外商直接投资申报额

Q3第三季度22.9 billion USD

Q3第三季度14.9 billion USD

  • Notifications increased 10.8% and arrivals increased 30.6% from a year earlier.申报额同比增长10.8%，实际到资额同比增长30.6%。
  • The ministry cited demand for semiconductors and AI infrastructure equipment as key drivers.该部门将半导体和人工智能基础设施设备需求列为主要推动因素。
Comparison对比

Manufacturing dominates制造业占据主导

Most notified investment was directed to building or expanding manufacturing facilities rather than mergers and acquisitions. This points to a strong capacity-building component in the quarter’s investment pattern.大部分申报投资流向制造业设施建设或扩建，而不是并购交易。这表明本季度投资结构具有明显的产能建设特征。

Manufacturing share of notifications制造业项目占申报额比例

80 percent80百分比

Q3第三季度

Manufacturing notifications制造业项目申报额

18.5 billion USD18.5十亿美元

Q3第三季度

  • Manufacturing facility construction or expansion accounted for $18.5 billion of notifications.制造业设施建设或扩建项目的申报额为185亿美元。
  • The remainder of notifications went toward mergers and acquisitions.其余申报投资流向并购交易。
Comparison对比

Uneven source markets投资来源市场分化

The United States was the main source showing growth, while notifications from the European Union, Japan and China declined. The divergence suggests that the overall increase was not evenly distributed across major investor economies.美国是申报额增长的主要来源，而欧盟、日本和中国的申报额均下降。这种差异表明，整体增长并非均匀分布于主要投资经济体。

U.S. notifications growth美国申报额增幅

Q3第三季度35.1 percent

Q3第三季度-47.9 percent

Q3第三季度-39.7 percent

Q3第三季度-3.9 percent

  • U.S. notifications reached $6.7 billion.美国来源的申报额达到67亿美元。
  • Notifications from Japan and China fell to $1.9 billion and $1.7 billion, respectively.日本和中国来源的申报额分别降至19亿美元和17亿美元。
Future signal前瞻信号

Policy priorities政策重点

The government plans to seek investment in semiconductors, physical AI and AI data centers, identifying these areas as growth engines for the economy. The policy focus aligns future promotion efforts with the sectors already supporting current investment.韩国政府计划吸引半导体、实体人工智能和人工智能数据中心领域的投资，并将这些领域视为经济增长引擎。政策重点与当前支撑投资的行业方向一致。

  • The government identified semiconductors, physical AI and AI data centers as target areas for attracting foreign investment.韩国政府将半导体、实体人工智能和人工智能数据中心确定为吸引外资的重点领域。
  • The ministry said Korea’s economic fundamentals helped attract investment despite uncertainties from prolonged Middle East tensions.该部门表示，尽管中东持续紧张局势带来不确定性，韩国的经济基本面仍有助于吸引投资。

03Timeline时间线

  1. 2026-10-07 The Ministry of Trade, Industry and Resources released third-quarter FDI data.韩国贸易、工业和资源部公布第三季度外商直接投资数据。

Key takeaway核心结论

South Korea’s third-quarter foreign investment growth was concentrated in manufacturing and AI-related demand, with the United States gaining share as Japan, China and the European Union declined.韩国第三季度外商投资增长集中在制造业和人工智能相关需求，美国来源份额上升，而日本、中国和欧盟来源下降。

04What to Watch后续关注

  1. Whether the government’s efforts attract additional investment in semiconductors, physical AI and AI data centers.韩国政府推动后，半导体、实体人工智能和人工智能数据中心能否吸引更多投资。
  2. Whether strong semiconductor and AI infrastructure demand continues to support FDI notifications and arrivals.强劲的半导体和人工智能基础设施需求能否继续支撑外商直接投资申报额和实际到资额。
  3. Whether investment from Japan, China and the European Union recovers after the reported declines.日本、中国和欧盟来源的投资在出现下降后能否恢复。

05Uncertainties不确定因素

  • The source does not provide separate investment amounts for semiconductors, physical AI or AI data centers.来源未分别披露半导体、实体人工智能和人工智能数据中心的投资金额。
  • FDI notifications and arrivals are different measures, so the increase in notifications does not by itself indicate that all announced projects have been completed.外商直接投资申报额和实际到资额是不同指标，因此申报额增长本身并不代表所有宣布的项目都已完成。
  • The source does not state whether the reported changes by investor economy reflect changes in project size, project count or both.来源未说明各投资经济体申报额的变化是由项目规模、项目数量，还是两者共同变化造成的。

06Sources信息来源

  1. South Korea FDI notifications rise 10.8% in Q3 on chip, AI demandSouth Korea FDI notifications rise 10.8% in Q3 on chip, AI demand Korea JoongAng Daily · 2026-10-07

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