Korean Ministry of Finance Holds Semiconductor Expert Forum, AI Demand Remains Strong

On November 6, the South Korean Ministry of Economy and Finance held a forum with semiconductor experts to discuss industry trends and future demand prospects. Participants assessed that the large-scale investments by major AI companies and the proliferation of intelligent AI agents will drive an expansion in semiconductor demand, and the medium- to long-term growth expectations for the AI and semiconductor industries remain valid. Despite concerns in the financial markets, no significant signals indicating a decline in AI investment or semiconductor demand have been detected. Furthermore, considering the expansion of long-term supply contracts among domestic semiconductor companies, it is expected that the demand base will remain stable in the short term.

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