South Korea’s central bank expects the AI-driven chip "super cycle" to continue, refuting concerns about a peak

Odaily Planet Daily News: The Bank of Korea (BOK) released a report on Monday stating that the global semiconductor market is still experiencing a supply shortage and expects the current "super cycle" driven by artificial intelligence (AI) to continue for some time. The central bank used this report to refute investor concerns that the chip cycle has peaked.

In the report, the Bank of Korea pointed out: "Although semiconductor demand has surged significantly driven by investment in AI infrastructure, the pace of supply expansion has been relatively slow." The central bank added that there are no signs yet of a slowdown in the semiconductor cycle. (Jinshi)