Chinese power semiconductor companies that expanded market share with low-priced supply have begun raising prices, a shift expected to accelerate South Korean companies\' move to 8-inch (200 mm) silicon carbide wafers. Global leaders are also lifting prices as AI data centre demand spreads supply shortages to MLCCs and power semiconductors. Domestic firms are lining up GaN and SiC production plans. The industry faces complex SiC processes and yield challenges, while the government is upgrading public fab infrastructure in the south and planning integrated R&D.

Grayscale has forecast that wider adoption of AI will increase demand for public blockchains. Grayscale Research head Zach Pandl (잭 팬들) said AI and public blockchains are complementary, with blockchain able to meet AI-specific needs that existing systems struggle to handle. He cited three areas where demand could rise: financial transactions and payments, verification of computation, identity and reputation records, and decentralised AI infrastructure.