Investors are piling into South Korea and Taiwan for semiconductor stocks, but the AI boom isn't just fattening profits at North Asia's chip champions. It is powering a broader economic resurgence, driven by stronger household consumption, rising investment and widening tax coffers.
Real GDP growth for two of North Asia's AI powerhouses -- Taiwan and South Korea -- has risen over the past 12 to 15 months, FactSet data shows, with Taiwan's now running at 11.8% in the first quarter.
