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Should South Korea become another Taiwan?
Should South Korea become another Taiwan? South Korea is behaving, more by momentum than by design, as if becoming Taiwan is the goal. Chips already make up 40 percent of the country's exports. Two companies sit behind eight of every ten core memory chips feeding the world's AI accelerators. KOSPI has been the best-performing major index for two straight years running on the back of that concentration. And the government is encouraging Samsung Electronics and SK hynix to expand their footprint beyond the capi June 25, 2026