Svmuu News: The Bank of Korea released a report on Monday stating that the global semiconductor market remains in a state of supply shortage and that the current “supercycle” driven by artificial intelligence (AI) is expected to continue for some time; the bank used this to dispel investors’ concerns that the chip cycle has peaked.
In the report, the Bank of Korea noted: “Although semiconductor demand has surged significantly, driven by investment in AI infrastructure, the pace of supply expansion has been relatively slow.” The bank added that the semiconductor cycle has yet to show any signs of slowing down. (Jin Shi)