Taiwan’s ascent, powered by the AI-driven surge in chip stocks, has reshaped the region’s market hierarchy and raises questions about concentration risk, capital flows and the durability of the current tech cycle.
Tag : semiconductors
The National Reconstruction Fund Corporation investment is part of a broader push to strengthen domestic manufacturing capacity in AI-critical technologies.
Korea and Taiwan dominate AI hardware while Japan, China and ASEAN capture infrastructure-driven gains, creating a decade-long regional growth story beyond US mega-caps.
The region solidifies its leadership in semiconductors and AI innovation, maintaining dominance despite Western re-shoring initiatives.
