AI-driven chip demand fuels semiconductor ‘super cycle’; memory segment remains key beneficiary: Jefferies

New Delhi [India], September 11 (ANI): Artificial intelligence (AI)-led demand is driving a strong upcycle in the semiconductor industry, with memory chips emerging as a key beneficiary of rising technology investments, according to a Jefferies report.

The report highlighted that the AI capex cycle has strengthened demand for semiconductors, particularly in Korea, where chip exports and production have become major drivers of economic growth.