A.I. Boom Ignites Asian Chip Companies

Taiwan and South Korea's semiconductor industries are experiencing significant demand shifts as the global AI buildout accelerates appetite for the specialized hardware that powers data centers. The piece from the Times examines how this is quietly redistributing technological and economic influence, with Asian manufacturers occupying an increasingly indispensable position in the AI supply chain. The geopolitical fragility of that concentration deserves more attention than the revenue figures alone suggest.