Deep Tide TechFlow message. On July 13, the Bank of Korea said in a report released on Monday that the global semiconductor market is still in a state of supply shortage, and expects the current “super cycle” driven by artificial intelligence (AI) to last for some time. The bank used this to rebut investors’ concerns that the chip cycle has already peaked. In the report, the Bank of Korea noted: “Although semiconductor demand has surged significantly, driven by investments in AI infrastructure, the pace of supply expansion is relatively slow.” The bank added that there are no signs of the semiconductor cycle slowing down yet. (Jin Ten)

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