Korea, Taiwan Tech Profits from AI as US Curbs China
- Source
- New York Times
- Time
- 5:44 AM
- Weight
- 94/100
South Korean and Taiwanese technology companies are experiencing a significant surge in profitability as the global demand for artificial intelligence hardware continues to accelerate. As the United States implements stricter export controls on advanced semiconductors and equipment bound for China, major manufacturers in these regions have solidified their roles as indispensable suppliers to the global market.
This shift has positioned Taiwan and South Korea as primary beneficiaries of the ongoing geopolitical restructuring within the technology supply chain. In Taiwan, leading semiconductor foundries have reported substantial revenue growth driven by the production of high-end processors essential for AI training and inference.