Taiwan's and South Korea's Stock Markets Rally on Semiconductor Giants, Raising Concerns Over Concentration
South Korea's Kospi index surged over 80% this year while Taiwan's Taiex hit record highs, driven largely by semiconductor companies tied to the AI boom. TSMC now accounts for more than 40% of the Taiex benchmark and Samsung Electronics with SK Hynix together make up a significant portion of South Korea’s Kospi index.
Topics: AI hardware Kospi Samsung Electronics semiconductors SK Hynix Taiex TSMC