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Live Updates  >  Live Update Details

2026-07-13 10:29:45

[Bank of Korea Reiterates: AI-Driven Semiconductor Supercycle Will Continue and Has Not Yet Peaked] (1) 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 is expected to continue for some time, thus refuting investors' concerns that the chip cycle has peaked. (2) The report pointed out that although investment in AI infrastructure has driven a sharp surge in semiconductor demand, the pace of supply expansion has been relatively slow, and there are no signs of a slowdown in the semiconductor cycle.

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