Leveraged Semis CountriesThe AI boom is no longer just reshaping markets. Taiwan and Korea are increasingly becoming leveraged macro expressions of the global semiconductor cycle, with chips driving everything from trade balances to growth and equity markets.The more the AI boom accelerates, the more Taiwan and Korea effectively become giant leveraged bets on semiconductors.
The Semiconductor Boom Is Starting To Look Like Dutch Disease
Semiconductors Now Consume 25% Of This Country’s Electricity.
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