Ask what Korea is talking about.

South Korea's monthly exports soared 93.7 percent to a record US$115.3 billion in October, driven by record semiconductor sales, Yonhap reports. The first 20 days of the month alone saw exports more than double to $61.6 billion on robust chip shipments, according to customs data cited by Yonhap and the Korea Times. The Bank of Korea expects the chip export boom to spill over into private consumption starting next year, Yonhap adds. Korean media frame the surge as a chip-led recovery, with September industrial output already growing at the fastest pace in over 15 years, and retail sales and investment also rising.