A.I. Boom Ignites Asian Chip Companies

Demand for artificial intelligence (A.I.) chips, wiring, and power systems is surging, driving up prices and generating unprecedented wealth for Asian semiconductor companies.
U.S. tech giant Nvidia has become the world’s most valuable publicly traded company due to this spending boom, leading to an industry-wide surge in demand for memory technology.
South Korea and Taiwan, regions perceived as more stable than China, have emerged as key players in the A.I. boom while Chinese companies remain largely excluded from the supply chain due to U.S. tariffs and technology restrictions.
The supply chain for advanced A.I. runs through Taiwan and South Korea, raising geopolitical concerns for the U.S. despite being seen as an accidental benefit of subsidies intended to draw manufacturing away from China.
The A.I. boom is transforming the semiconductor industry, which was once considered mundane, into critical global infrastructure with significant economic impact in South Korea and Taiwan.

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