Woofun AI reports that the Bank of Korea released a July 13 analysis asserting the global semiconductor market remains in a supply shortage state. The central bank indicated that the AI-driven chip supercycle will persist, countering narratives that the cycle has peaked.

The analysis highlights that current market dynamics differ from historical cycles due to competitive investments responding to AI-induced industrial shifts. Supply expansion is constrained by the dominance of customized products like high bandwidth memory. While tech stocks including Samsung Electronics and SK Hynix faced sell-offs amid oversupply concerns, the Bank of Korea noted that major investment banks such as JPMorgan, Goldman Sachs, and Morgan Stanley predict sustained semiconductor market strength through next year.