Uploaded June 2026 | Updated September 2026, 1 week ago

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Taiwan and South Korea are climbing the global stock market rankings as investors pile into the companies powering the AI infrastructure boom.

Taiwan’s rise has been driven largely by TSMC, the world’s leading advanced chip foundry, while South Korea’s rally has been lifted by Samsung Electronics and SK Hynix, two major suppliers of memory chips used in AI systems.

But as the AI trade creates new market winners, it is also creating a familiar risk: too much dependence on too few companies.

Watch the full explainer on the link below.

#CNBC #Samsung #skhynix #tsmc #ai

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