POPA Recon[Money Today] Choi Tae-won "AI semiconductor demand will double next year... A fab must be built in the U.S. as well."
[Money Today] Choi Tae-won "AI semiconductor demand will double next year... A fab must be built in the U.S. as well." • Choi Tae-won, Chairman of the Korea Chamber of Commerce and Industry, stated that demand for AI semiconductors will increase by up to 100% next year compared to this year. • Demand for AI semiconductors accounts for 50-60% of the entire semiconductor market, and orders from customers have doubled in one year. • Supply is limited, and the gap between supply and demand is expected to widen further next year. • It was revealed that governments around the world are seeking to s…
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