Samsung, TSMC drive AI stock boom, reshaping Korea and Taiwan
The dominance of Samsung and TSMC in the semiconductor industry is significantly impacting the stock markets of South Korea and Taiwan. These companies are central to the growing demand for AI chips, leading to a concentration of market capitalization in their hands. As a result, both countries' stock indexes are increasingly resembling semiconductor-focused ETFs rather than diversified markets.
- ▪Samsung Electronics and SK Hynix account for 42.2% of the KOSPI in South Korea.
- ▪TSMC constitutes over 40% of Taiwan's total market capitalization.
- ▪The KOSPI recently closed at a record 4,457.52, climbing 3.43% in a single session.
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Samsung, TSMC drive AI stock boom, reshaping Korea and Taiwan A handful of chipmakers now dominate entire national indexes, turning two Asian economies into leveraged bets on artificial intelligence. Share Add us on Google by Editorial Team May. 20, 2026 window.sevioads = window.sevioads || []; var sevioads_preferences = []; sevioads_preferences[0] = {}; sevioads_preferences[0].zone = "01f21ccf-2092-46b1-9ac7-8c44cc782e0f"; sevioads_preferences[0].adType = "native"; sevioads_preferences[0].inventoryId = "c5700508-581b-472c-8fdd-a931cdbfc8e1"; sevioads_preferences[0].accountId = "1e47efc1-ec2d-4fca-a8b9-354e249e5095"; sevioads.push(sevioads_preferences); Imagine if Apple, by itself, made up more than 40% of the entire US stock market.
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