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The Bank of Korea expects the AI-driven chip “supercycle” to continue, refuting concerns that it has peaked

金色财经_
Golden Finance reported that on July 13, the Bank of Korea said in a report released on Monday that the global semiconductor market is still in a supply shortage, and it expects the current “super cycle” driven by artificial intelligence (AI) to continue for some time; the bank used this to refute investors’ concerns that the chip cycle has already peaked. In the report, the Bank of Korea noted: “Despite a sharp surge in semiconductor demand driven by AI infrastructure investment, the pace of supply expansion has been relatively slow.” The bank added that there are no signs that the semiconductor cycle is slowing down. (Jin10)
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