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Bank of Korea Reports AI-Driven Chip Supercycle to Continue, Rejects Peak Concerns on July 13

AI Industry News

2026-07-13 07:01:39

CHIP-7.48%

JPM0.30%

GS-0.05%

According to the Bank of Korea's July 13 report, the global semiconductor market remains supply-constrained, and the AI-driven chip supercycle is expected to persist for an extended period, countering market concerns that the chip cycle has peaked. The current cycle is primarily driven by competitive investment as enterprises adapt to AI-driven industry transformation, the central bank noted. Major banks including JPMorgan Chase, Goldman Sachs, and Morgan Stanley project the global semiconductor market will maintain strong momentum at least through next year, despite uncertainties surrounding AI adoption speed and profitability.

Disclaimer: The information on this page may come from third-party sources and is for reference only. It does not represent the views or opinions of Gate and does not constitute any financial, investment, or legal advice. Virtual asset trading involves high risk. Please do not rely solely on the information on this page when making decisions. For details, see the Disclaimer.

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