AI Rally Shifts Focus To Asia As Korea, Taiwan Stocks Outperform Globally

Asia’s AI-fuelled stock rally is shifting global investor focus to South Korea and Taiwan, where Samsung, SK Hynix and TSMC are driving semiconductor-led gains. Discover how Kospi and Taiex are outperforming world markets, why derivatives strategists are turning bullish on AI hardware, and what this means for volatility, ETFs and retail flows across the region.

May 10, 2026 - 09:00
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AI Rally Shifts Focus To Asia As Korea, Taiwan Stocks Outperform Globally
Asia’s AI-fuelled stock rally is shifting global investor focus to South Korea and Taiwan, where Samsung, SK Hynix and TSMC are driving semiconductor-led gains. Discover how Kospi and Taiex are outperforming world markets, why derivatives strategists are turning bullish on AI hardware, and what this means for volatility, ETFs and retail flows across the region.

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