Asia’s other AI winners: The Thailand and Taiwan funds riding the same boom as Korea’s 105% run
Complete. Here is the key summaryWhile Korea's AI ETF surged, iShares MSCI Taiwan ETF (EWT) and iShares MSCI Thailand ETF (THD) are also benefiting from the Asian AI hardware boom. EWT offers concentrated exposure to semiconductor giants like TSMC, delivering strong returns but higher volatility. THD provides a quieter play on data center power infrastructure via Delta Electronics. Investors are advised to consider these targeted funds over broad emerging market ETFs for specific AI supply chain exposure.
Quick ReadEWT delivers 83% one-year returns with 22% TSMC weighting; THD captures the same AI tailwind via Delta Electronics with a 3.49% dividend yield.FXI bets on Chinese banks while VWO dilutes TSMC to 15% across dozens of countries, and neither fund delivers direct AI infrastructure exposure.Are you ahead, or behind on retirement? SmartAsset's ...