AI‑Driven Export Boom Lifts South Korea and Taiwan Stocks, While Wider Economies Lag

Strong demand for artificial intelligence technologies is propelling South Korea’s and Taiwan’s chip exports. Export growth is translating into higher earnings for major semiconductor firms. Stock markets in both countries have rallied on the back of AI‑related gains. The surge benefits technology‑focused investors and manufacturers. However, sectors outside the semiconductor industry are not sharing the upside. Analysts warn that the broader economies risk widening gaps between high‑tech and traditional firms. Policymakers are watching the divergence as they plan economic adjustments. The situation underscores how AI demand can reshape national economic balances.