Trillion-dollar gap in Taiwan, Korea stock fortunes
Taiwan’s stock market surges amidst the global AI boom, outpacing South Korea’s struggling market. Taiwan’s dominance in the semiconductor industry, particularly TSMC’s success, fuels this growth. Meanwhile, South Korea grapples with political instability and Samsung’s underperformance. Despite looming US tariff threats, Taiwan appears better positioned due to its crucial role in US tech supply chains.