Taiwan’s Taiex pulls ahead of South Korea’s Kospi as AI trade widens

As equity investors enter the final stretch of a pivotal year that’s propelled South Korea and Taiwan to the forefront of the global AI trade, the latter is emerging as the stronger bet.

The Taiex Index beat the Kospi by about 23 percentage points last quarter, the widest margin since the turn of the century. Earnings upgrades also outpaced those for its Korean peer for the first time since March 2025.