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KDI's November economic report, released Nov. 9, says the South Korean economy continues solid growth centered on AI infrastructure investment, but the benefits are spreading slowly to households. Yonhap reports KDI noted semiconductor production and investment grew rapidly on strong external demand, with October exports up 93.7% year-on-year and semiconductors up 226.8%. However, KDI assessed that consumption improvement remains modest and the effect of the economic upturn is slow to reach households broadly, citing high oil prices and interest rate impacts. The Dong-A Ilbo similarly quotes KDI saying domestic recovery is not keeping pace with economic growth. President Lee Jae Myung on Nov. 2 pledged bold investment in AI and future growth engines for "growth for all," per Yonhap, though KDI's report suggests such gains have yet to translate into household income.