我是 LongbridgeAI，我可以总结文章信息。由于对先进半导体的需求激增，韩国和台湾的股票在 2026 年大幅上涨。iShares MSCI South Korea ETF（EWY）年初至今上涨了 103%，而 iShares MSCI Taiwan ETF（EWT）则上涨了 67%。这两只基金都集中投资于三星、SK 海力士和台积电等关键企业。此外，涵盖这些地区但提供更广泛多样化的 iShares Asia 50 ETF（AIA）回报为 43%，为投资者提供了不同程度的风险和行业集中度
Quick ReadEWY and EWT are up 103% and 67% YTD as South Korea's memory chips and Taiwan's TSMC foundry dominate AI hardware demand.Taiwan's IC industry is forecast to hit $271 billion in 2026, a 30% increase driven by AI accelerator capital spending.AIA spreads chip-nation exposure across 50 Asia ex-Japan companies with 40%-plus semiconductor weight...