Seoul Metro Area Expands Semiconductor Production Share to 82.3%

Key Takeaways
  • Seoul Metropolitan Area's semiconductor production share increased to 82.3% in 2024, up from 80.7% in 2021.
  • Taiwan became Korea's second semiconductor export destination with 19.9% share in 2025, driven by AI infrastructure expansion.
  • Netherlands became Korea's top semiconductor equipment import source with 26.0% share in 2025, surpassing Germany in automobile imports.

The Bank of Korea's Regional Economics Division published an updated manufacturing production and supply chain map on May 27, marking the first revision in three years since August 2023. The report tracks structural shifts across 11 major manufacturing sectors, including semiconductors and automotive industries, analyzing regional production distributions and global supply chain configurations. The update captures significant changes driven by AI infrastructure expansion and electric vehicle market growth, with detailed percentage breakdowns for production shares and trade flows across Korean regions and international partners.

Seoul Metropolitan Area Expands Semiconductor Production Share to 82.3%

The Seoul metropolitan area increased its share of Korea's semiconductor production from 80.7% in 2021 to 82.3% in 2024, according to the Bank of Korea report. Major facilities in the region include Samsung Electronics' Hwaseong, Pyeongtaek, and Giheung plants, SK Hynix's Icheon plant, and Amkor Technology Korea's Songdo plant. The Chungcheong region's production share declined from 15.8% to 14.7% during the same period, with facilities including SK Hynix's Cheongju plant, Samsung Electronics' Onyang and Cheonan plants, and LX Semicon's Daejeon site. The Yeongnam and Honam regions accounted for 1.9% and 1.0% of production respectively. ![Bank of Korea regional semiconductor production share and major facility locations](https:

Taiwan Rises to Second Place in Korea's Semiconductor Export Destinations

Taiwan jumped from fourth place with a 9.0% share in 2022 to second place with 19.9% in 2025 among Korea's semiconductor export destinations. China maintained first place but experienced declines in both export value and share compared to 2022. The Bank of Korea attributed this shift to the expansion of generative AI and accelerated AI infrastructure construction in data centers. The report noted that demand transitioned from traditional CPUs and general-purpose DRAM to GPU and high-bandwidth memory (HBM) specialized for AI computation, solidifying a global AI semiconductor supply chain centered on NVIDIA (GPU) in the United States, TSMC (advanced packaging and foundry) in Taiwan, and Samsung Electronics and SK Hynix (HBM) in Korea. ![Bank of Korea supply chain analysis](https:

Netherlands Becomes Top Semiconductor Equipment Import Source

The Netherlands rose from third place with 22.8% in 2022 to first place with 26.0% in 2025 among Korea's semiconductor manufacturing equipment import sources. The Bank of Korea linked this change to ASML, the Dutch company that monopolizes EUV (extreme ultraviolet) lithography equipment essential for advanced semiconductor manufacturing. The report documented increased imports of materials, components, and equipment alongside expanding semiconductor production.

China Surpasses Germany as Korea's Largest Auto Import Partner

China became Korea's largest automobile import source with 37.2% share, narrowly surpassing Germany's 37.0% in the latest period. The United States' import share plummeted from 28.9% in 2022 to 11.1% in 2025. The Bank of Korea reported that Chinese-made vehicles account for approximately 70% of Korea's imported electric vehicles, totaling $2.2 billion in import value. The report noted that Korea depends entirely on China for all imported electric bus volumes. In automotive production distribution within Korea, the Southeast region's share increased from 40.8% to 42.9% and the Honam region from 14.7% to 15.9% between 2021 and 2024, while the Seoul metropolitan area's share decreased from 35.5% to 33.6%. ![Bank of Korea automotive industry analysis](https: China accounted for 33.8% of global automobile production in 2024, significantly ahead of second-place United States at 11.4%. Korea ranked seventh with a 4.5% share of global production.

FAQ

What percentage of Korea's semiconductor production comes from the Seoul metropolitan area? The Seoul metropolitan area accounted for 82.3% of Korea's semiconductor production in 2024, up from 80.7% in 2021, according to the Bank of Korea report published on May 27. Why did Taiwan become Korea's second-largest semiconductor export destination? Taiwan rose from fourth place in 2022 to second place in 2025 due to the expansion of generative AI and accelerated AI infrastructure construction, which shifted demand from traditional CPUs and general-purpose DRAM to GPUs and high-bandwidth memory (HBM) specialized for AI computation, strengthening the supply chain between NVIDIA, TSMC, Samsung Electronics, and SK Hynix. Which country became Korea's largest automobile import source? China surpassed Germany to become Korea's largest automobile import source with 37.2% share, with Chinese-made vehicles accounting for approximately 70% of Korea's imported electric vehicles totaling $2.2 billion in import value.

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