Exchanges in Taiwan and South Korea have overtaken India’s in the past week as the two countries’ chipmakers surge
The global scramble for AI-related investments is intensifying, driving capital towards regions perceived to have a stronger immediate position in the AI hardware supply chain.
This shift highlights the ongoing differentiation in global capital allocation based on strategic AI capabilities, impacting national economies and investment strategies.
Investment flows are demonstrably favouring economies with established chip manufacturing and AI infrastructure over those with broader market access but less direct AI hardware exposure.
- · Taiwan
- · South Korea
- · Semiconductor industry
- · AI hardware manufacturers
- · Indian stock market
- · Emerging markets without clear AI hardware advantage
- · Investors seeking broad-based AI plays
Increased foreign investment and valuation boosts for Taiwanese and South Korean technology companies.
Pressure on other emerging economies, including India, to accelerate their integration into critical AI supply chains or develop alternative AI strategies.
Potential for intensified geopolitical competition over control of semiconductor manufacturing and AI compute resources.
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Read at Financial Times — Technology