Friday, 11 September, 2026
Global AI Infrastructure Boom Triggers Massive Semiconductor "Super Cycle"
By TechShots Studio
Accelerating global artificial intelligence spending is driving a structural "super cycle" in the semiconductor industry, according to a report by Jefferies. Memory chipmakers are emerging as the primary beneficiaries, powered by massive demand for high-bandwidth memory (HBM). Driven by relentless AI capital expenditure, chip exports are surging, contributing over half of South Korea’s GDP growth as manufacturers race to expand production capacity.
Read full story at LIVEMINT