---
title: "AI-fueled chip demand drives Taiwan and South Korea market surge"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286029108.md"
description: "AI-driven chip demand has led to record highs in Taiwan and South Korea's stock markets, significantly boosting exports and economic growth. Since March, emerging market equities and bonds have seen a sharp rebound, with investor optimism rising and spreads tightening to multi-year lows. However, risks such as rising oil prices, potential Federal Reserve rate changes, and inflation pressures could threaten this AI-fueled rally in emerging markets."
datetime: "2026-05-12T03:23:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286029108.md)
  - [en](https://longbridge.com/en/news/286029108.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286029108.md)
---

# AI-fueled chip demand drives Taiwan and South Korea market surge

Chip demand surge: Taiwan and South Korea stocks hit record highs as AI drives unprecedented semiconductor demand, boosting exports and economic growth. Global investor impact: Emerging market equities and bonds have rebounded sharply since March, with spreads tightening to multi-year lows and investor optimism high. Risks on horizon: Rising oil prices, potential Fed rate changes, and inflation pressures could derail the AI-driven rally in emerging markets.

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