AI‑driven semiconductor demand reshapes markets in China, Taiwan and South Korea

Jia Shi Fund’s senior technology research director Wang Guizhong said the AI boom is fueling a “super‑upward cycle” for China’s semiconductor industry, driving aggressive capacity expansion, price hikes and a shift toward domestic substitutes. He expects global semiconductor sales to reach $1.9 trillion by 2027 and highlighted strong growth in AI‑related hardware such as GPUs, storage and optical interconnects.

Fidelity International economist Liu Peiqian warned that the world has moved out of a low‑inflation, low‑rate era into a higher‑inflation, higher‑rate environment driven by energy shocks and AI investment. He identified Taiwan and South Korea as the clearest winners in the AI infrastructure supply chain, noting a more than 40 % rise in Taiwan’s export orders and a rebound in South Korea’s memory‑chip exports. Both analysts see sustained demand for chips, servers and related equipment, but stress the need for investors to manage heightened volatility.

The analyses underscore how AI‑fuelled semiconductor demand is reshaping capital allocation across China, Taiwan and South Korea, while broader macro‑economic shifts add complexity to market outlooks.