TOKYO -- Global semiconductor demand, driven by artificial intelligence-related data centers and the electric vehicle sector, is expected to begin recovering in the April to June period of this year as major chip makers gear up to raise production, according to experts. The resulting turn in the boom-bust "silicon cycle" is expected to help the global economy.
Nikkei asked 10 organizations and individuals, including research agencies, analysts, and specialist trading companies, to rate supply and demand for semiconductors this year on a five-point scale per quarter, from oversupply to undersupply by type and use.
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