Taiwan dethrones South Korea in global markets as AI trade widens - The Business Times‘Diverging’ trajectories: Taiwan dethrones South Korea atop global markets as AI trade widens
· Source: businesstimes.com.sg
In short
In 2026, Taiwan's Taiex index has overtaken South Korea’s Kospi as the top performer among global equity indices, driven by the broader and deeper opportunities Taiwan offers across the AI supply chain. Taiwan's earnings upgrades and market gains reflect volume-driven growth, compared to South Korea's more concentrated chipmaker-led growth and concerns about the memory chip cycle peaking.
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In the issue of week 41, 2026: AI Moves Supply Chains From Planning Toward Execution, But Data and Capacity Set the Pace
Tags: Taiwan, South Korea, AI, semiconductors, chipmaking, equities