{"id":1013017,"date":"2026-06-09T08:05:54","date_gmt":"2026-06-09T02:35:54","guid":{"rendered":"https:\/\/telecomlive.in\/web\/?p=1013017"},"modified":"2026-06-09T08:06:22","modified_gmt":"2026-06-09T02:36:22","slug":"how-a-few-ai-chip-giants-warped-asias-stock-picking-game","status":"publish","type":"post","link":"https:\/\/telecomlive.in\/web\/2026\/06\/09\/how-a-few-ai-chip-giants-warped-asias-stock-picking-game\/","title":{"rendered":"How a few AI chip giants warped Asia&#8217;s stock picking game"},"content":{"rendered":"<p>SINGAPORE: Sam Konrad&#8217;s stocks are having a fantastic year, thanks to AI-fueled rallies in Taiwan and South Korea, but his fund is so top heavy with winners, he now needs to ditch his best performers.<\/p>\n<p>&#8220;We have been forced sellers of TSMC, Samsung and MediaTek,&#8221; said Konrad, investment manager for Asia Equity Income at Jupiter Asset Management, of the chip-making stocks, which have respectively gained 52%, 159% and 184% so far this year.<\/p>\n<p>Just three large Asian tech firms &#8211; TSMC, Samsung and Korean chipmaker SK Hynix &#8211; now account for almost a third of MSCI&#8217;s Asia Pacific ex-Japan Index, creating concentration risks that many active portfolio rules deem too high.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>SINGAPORE: Sam Konrad&#8217;s stocks are having a fantastic year, thanks to AI-fueled rallies in Taiwan and South Korea, but his fund is so top heavy with winners, he now needs to ditch his best performers. &#8220;We have been forced sellers of TSMC, Samsung and MediaTek,&#8221; said Konrad, investment manager for Asia Equity Income at Jupiter Asset Management, of the chip-making stocks, which have respectively gained 52%, 159% and 184% so far this year. Just three large Asian tech firms &#8211; TSMC, Samsung and Korean chipmaker SK Hynix &#8211; now account for almost a third of MSCI&#8217;s Asia Pacific ex-Japan Index, [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[59,4,10],"tags":[],"class_list":["post-1013017","post","type-post","status-publish","format-standard","hentry","category-it-2-the-economic-times","category-newspapers","category-the-economic-times"],"acf":[],"_links":{"self":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1013017","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/comments?post=1013017"}],"version-history":[{"count":1,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1013017\/revisions"}],"predecessor-version":[{"id":1013041,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1013017\/revisions\/1013041"}],"wp:attachment":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/media?parent=1013017"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/categories?post=1013017"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/tags?post=1013017"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}