SK Group's Chey Tae-won predicts semiconductor demand will jump over 50% next year while supply stays flat, risking AI bottlenecks. South Korea's FSS begins sanctions against Upbit operator Dunamu after a 44.5 billion won hack. Meanwhile, Chinese AI chip stocks face volatility as Tsinghua-backed company IPO details emerge, and Base's largest Chinese community rebrands to protest Coinbase CEO's actions.
Asia Market Daily: SK Group chairman warns of 50% semiconductor demand surge with near-zero supply growth, threatening AI infrastructure bottlenecks (2026/7/19)
其他语言标题
- English亚洲市场日报:SK集团会长警告,半导体需求将激增50%,而供应增长近乎为零,恐引发AI基础设施瓶颈(2026年7月19日)
- 한국어아시아 마켓 데일리: SK그룹 회장, 반도체 수요 50% 급증에 공급 성장 거의 제로 경고, AI 인프라 병목 현상 위협 (2026/7/19)