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# Taiwan and South Korea stocks surge past India on AI chip demand
- URL: https://adjacent.media/signals/taiwan-and-south-korea-stocks-surge-past-india-on-ai-chip-demand/
- Published: 2026-06-04T16:08:35.000Z
- Updated: 2026-06-04T16:08:35.000Z
- Description: Taiwan’s TSMC and South Korea’s Samsung are now capturing investor capital that might have otherwise flowed to India’s tech sector, a reversal driven by their dominance in AI semiconductor manufacturing.
- Author: Jonathan Greene
- Tags: #signal, theme-commerce, capital markets, valuation, investor behavior

Source: [Financial Times](https://www.ft.com/content/e0a198af-725a-4fa0-a9fe-72725163b4e6?ref=adjacent.media) (paywall)

Taiwan's TSMC and South Korea's Samsung are now capturing investor capital that might have otherwise flowed to India's tech sector, a reversal driven by their dominance in AI semiconductor manufacturing. Chip production capacity concentrates value in foundries and memory makers, not in software services or IT outsourcing. India's $3.7 trillion economy lacks the industrial assets investors are bidding up. AI's infrastructure layer—chip manufacturing—has become the primary lever for capturing tech sector gains, not cloud services or applications.