How long can South Korea capitalize on this wave of AI hardware dividends?

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Even with South Korea surpassing India, the AI boom is still in testing.
Bloomberg program pointed out that the global AI boom faces tests amid changes in Asian capital flows.
The Korean stock market has recently outperformed India due to its high dependence on semiconductors and AI hardware, as well as optimistic expectations for data center chips, memory, and other components.
There are questions about whether AI valuations, especially for chip manufacturers and infrastructure providers, can sustain during demand slowdown.
Policies, export controls, and competition in advanced manufacturing will also influence investment flows.
Overall, AI has become a core driver of cross-border capital allocation and national economic strategies, with Korea's tech industry seen as a major beneficiary of global AI development.
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