Asian Chipmakers Become Global AI Supply Chain Center
Samsung and SK Hynix report record earnings as Asian firms lead the global AI supply chain. Strong chip demand drives GDP growth in Taiwan and South Korea.
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South Korea and Taiwan chipmakers are dominating the global AI supply chain as record earnings drive the KOSPI to double in six months. The rally pushed Samsung Electronics past a $1 trillion market capitalization for the first time. Investors are shifting capital to Asian hardware suppliers that generate immediate cash flow from AI infrastructure spending.
SK Hynix is approaching an $800 billion valuation. The chipmaker agreed to share 10% of annual operating profit with staff, which Reuters calculations suggest could yield $680,000 per worker by 2027.
