BREAKING
AI Chip Boom Splits NE Asia in 'K-Shape'
0
%
of world chips
0
%
advanced AI chips
Division of Labor Across the Region
South Korea
Memory
●
HBM for AI
●
Samsung, SK Hynix
Taiwan
Logic
●
Processors
●
TSMC packaging
Japan
Inputs
●
Materials
●
Equipment
0
%
Taiwan Q1 GDP
0
%
Korea AI exports
0
B
SK Hynix plant
Winners Rise, Others Left Behind
AI Demand Seen More Durable
AI NEWS BLITZ
An AI chip surge is carving a K-shaped divide across Northeast Asia's economies.