South Korea and Taiwan shares lead global rally on AI optimism
Updated
Updated · Bloomberg · May 9
South Korea and Taiwan shares lead global rally on AI optimism
9 articles · Updated · Bloomberg · May 9
The Kospi has surged 78% this year, while South Korea and Taiwan are this month’s top-performing stock markets worldwide.
Samsung Electronics, SK Hynix and Taiwan Semiconductor Manufacturing have helped drive gains as investors bet AI demand will keep lifting chipmakers and related equities.
With attention shifting away from the Iran war, traders are increasingly looking to Asia for the next phase of the global equities rally.
Is Asia's AI-fueled stock surge a sustainable super-cycle or the next great tech bubble waiting to burst?
How will a potential US-Iran peace deal reshape global energy markets and the current AI investment frenzy?
As AI's energy demand soars, will power grids become the next major bottleneck for the tech boom?