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Marcel Thieliant, an economist at Capital Economics, stated that although South Korea's GDP growth faces upward risks in the short term, the semiconductor-driven economic boom in South Korea may lose momentum within the next two years. The economist anticipates that the investment boom in artificial intelligence in the United States will cool down by 2028, which may lead South Korean chip manufacturers to start cutting capital expenditures, given the highly cyclical nature of the semiconductor industry. Thieliant pointed out that Samsung Electronics and SK Hynix announced a total investment plan of 800 trillion won to build new chip manufacturing plants in the southwest of South Korea, but the specific investment timeline has yet to be disclosed. He noted that in 2023, as the post-pandemic boom in electronics reversed, SK Hynix reduced capital expenditures by two-thirds.