---
title: "Major Bank Says Asia Leads in AI Stocks – Which Are the Best to Buy?"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/265510370.md"
description: "A report from Saxo Bank highlights Asia, particularly South Korea, Japan, and Taiwan, as crucial to the AI ecosystem, providing essential components for AI systems. The bank emphasizes that Asia offers more cost-effective, earnings-linked investments in AI compared to the U.S. market. With Asia holding about 70% of advanced chipmaking capacity and significant shares in high-bandwidth memory and packaging, the region is positioned for growth as AI hype subsides. Share prices in these sectors have surged this year, reflecting strong fundamentals."
datetime: "2025-11-12T11:35:43.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/265510370.md)
  - [en](https://longbridge.com/en/news/265510370.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/265510370.md)
---

# Major Bank Says Asia Leads in AI Stocks – Which Are the Best to Buy?

The U.S. might be selling the dream of AI, but Asia is building its backbone and offers rich opportunities for investors.

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In a new report from major bank Saxo, Asia – primarily South Korea, Japan and Taiwan – is described as being indispensable to the AI ecosystem, providing much of the 'machinery' needed to make systems, products and services work.

## **Fundamentals Not Hype**

"In our view, Asia's enablers offer cheaper, more earnings-linked exposure to the AI build-out," Saxo said. "When hype cools, fundamentals count. Asia sits on the capex inflow, not the outflow. Its factories continue running regardless of which U.S. platform wins the software race."

Indeed, according to company filings, Asia accounts for around 70% of leading-edge chipmaking capacity with TSMC (TSM) leading the way, 90% of high-bandwidth memory powered by SK Hynix and Samsung (SSNLF), and nearly all advanced packaging capacity. Share prices have rocketed as a result this year – see below:

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