BOK sees AI-driven chip supercycle continuing, dismisses 'peak-out' concerns

The South Korean central bank said the global semiconductor market remains undersupplied and the current AI-driven supercycle is expected to continue for some time, according to a report released Monday, dismissing investors' concerns that the chip cycle has already peaked. "While semiconductor demand has surged significantly due to investments in artificial intelligence infrastructure, the pace of supply expansion has been slow," the Bank of Korea said in a report submitted to Rep. Park Sung-ho

By The Korea Herald