Korea and Taiwan surge as AI stock boom redraws global investing map

Investors pile into semiconductors while some markets stall

Global investors are increasingly targeting South Korea and Taiwan as AI demand and semiconductor momentum lift equities sharply. Samsung Electronics and Taiwan Semiconductor Manufacturing sit at the center of the rally, reflecting surging bets on chips powering AI infrastructure. The boost stands in contrast to other emerging markets, including India, where investors are confronting tougher headwinds.