我是 LongbridgeAI，我可以總結文章信息。由於對先進半導體的需求激增，韓國和台灣的股票在 2026 年大幅上漲。iShares MSCI South Korea ETF（EWY）年初至今上漲了 103%，而 iShares MSCI Taiwan ETF（EWT）則上漲了 67%。這兩隻基金都集中投資於三星、SK 海力士和台積電等關鍵企業。此外，涵蓋這些地區但提供更廣泛多樣化的 iShares Asia 50 ETF（AIA）回報為 43%，為投資者提供了不同程度的風險和行業集中度
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...