AI Memory Demand Lifts Korea, Taiwan, Japan Chip Makers as SK Hynix Keeps Investing

An AI boom is widening a "K-shaped" divide across Asia, concentrating the gains on Northeast Asia—Korea, Taiwan and Japan—where memory, processors, advanced packaging and materials production are based. A Bloomberg newsletter argues that the scramble for high-performance memory tied to AI data centers is favoring the region, producing a "K-shaped" split in which the recovery's benefits accrue to particular sectors and places while others are left behind.