# Bank of Korea

Type: organization

Source: Supply Chain Intelligence Brief — https://getsupplybrief.com/entity/bank-of-korea
Canonical HTML page: https://getsupplybrief.com/entity/bank-of-korea

## Timeline

- **2026-07**: Anticipated Bank of Korea rate hike — Nomura expects the central bank to raise rates to address currency and financial stability risks.
- **2026-06-13**: Nomura Korea briefing — Park Jeong-woo presents analysis that chip boom spillover is limited and a BoK rate hike in July is increasingly likely.
- **2026-05**: Bank of Korea shifts tone — The BoK reportedly de-emphasizes the K-shaped recovery narrative and highlights expected trickle-down effects from the semiconductor upcycle.

## Recent coverage (2 stories)

### Chip Boom Fails to Lift Korea's Broader Supply Chain as Volume Growth Lags
2026-06-15 02:55:52 · Sentiment: Neutral · Impact: 5/10 · Sources: 5

Nomura's analysis reveals the AI semiconductor boom hasn't translated into broad-based demand growth across South Korea's supply chains, with shipment volumes stagnant and construction weak. Procurement and logistics firms face a K-shaped recovery where only luxury and capital expenditure are buoyant.
Full story: https://getsupplybrief.com/story/korea-chip-boom-supply-chain-spillover

### Asia-Pacific Logistics Outlook: Japan Output Surges Amid Regional Volatility
2026-02-27 02:04:03 · Sentiment: Negative · Impact: 7/10 · Sources: 68

Japan's industrial output and retail sales showed significant growth in January, signaling a robust manufacturing recovery even as regional markets face tariff uncertainty. South Korea's producer prices rose 0.6%, highlighting potential cost pressures for global procurement teams.
Full story: https://getsupplybrief.com/story/asia-pacific-market-trends-logistics-impact-2026

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