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Market Chatter: Bank of Korea Rejects 'Peak Semiconductor' Theory; Expects Expansion to Continue

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The Bank of Korea has dismissed concerns that the global semiconductor market has peaked, forecasting continued expansion driven by artificial intelligence, Yonhap News Agency reported Monday.

The central bank, in a written response submitted to People Power Party lawmaker Park Sung-hoon, said semiconductor demand has increased significantly due to AI infrastructure investment, while the pace of supply expansion remains slow.

The domestic semiconductor market is dominated by Samsung Electronics (KRX:005930) and SK hynix (KRX:000660).

(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

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