Banks Chase Risky Chip Loans in Asia’s $8.2 Trillion AI Buildout
THE SO WHAT
When banks start stretching for risk in an $8.2T regional AI capex wave, you should assume overbuild and eventual repricing in at least some chip and infra segments. If you’re a buyer, lock in favorable long-term terms where you can; if you’re a supplier, stress test demand assumptions against a tighter credit cycle.
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