WS #10979
South Korea announces mega-projects in chips, physical AI, and AI data centers with investment over 650 billion USD, reinforcing the semiconductor supercycle narrative. China imposes export controls on 40 Japanese entities as tensions rise, potentially disrupting supply chains for electronics and automotive components. Richmond Fed President Barkin warns inflation is too high, with PCE at 4.1%, suggesting potential rate hikes that could pressure growth stocks.
South Korea AI chip investment
South Korea announces mega-projects in chips, physical AI, and AI data centers with investment over 650 billion USD, reinforcing the semiconductor supercycle narrative.
China imposes export controls on 40 Japanese entities as tensions rise, potentially disrupting supply chains for electronics and automotive components.
Richmond Fed President Barkin warns inflation is too high, with PCE at 4.1%, suggesting potential rate hikes that could pressure growth stocks.