Macro_Lin

2026.04.13

Bank of Korea’s Interpretation of the AI Semiconductor Cycle: The Most Dangerous Signal Lies in the Financing Side

The Bank of Korea judges that both the magnitude and duration of supply-demand imbalance in this memory cycle significantly exceed those of the previous three cycles, with expansion confirmed to continue at least through the first half of 2026.

South Korea

Bank of Korea’s Interpretation of the AI Semiconductor Cycle: The Most Dangerous Signal Lies in the Financing Side

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