Taiwan dethrones South Korea atop world markets as AI trade widens
· Source: business-standard.com
In short
Taiwan's Taiex Index outperformed South Korea's Kospi by about 23 percentage points last quarter, marking the widest margin since the turn of the century, driven by Taiwan's deeper integration in the AI supply chain and a stronger earnings outlook. While South Korea's market relies heavily on chipmakers like Samsung and SK Hynix, Taiwan benefits from a broader exposure across chip design, manufacturing, packaging, networking, and servers. Investor preference and earnings upgrades favor Taiwan due to its volume-driven earnings growth compared to Korea's price-driven gains.
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Tags: AI, Taiwan, South Korea, Supply Chain, Semiconductors, Investing