AI Chip Rally Leaves Asia's Fund Managers Struggling To Keep Pace

Source: International Business Times

Pedestrians walk in front an electronic quotation board displaying the Nikkei Stock Average on the Tokyo Stock Exchange along a street in Tokyo on June 8, 2026. Getty Images The powerful rally in semiconductor stocks across Taiwan and South Korea has transformed Asia's equity markets, concentrating an unprecedented share of benchmark indexes in just a handful of companies and creating new challenges for fund managers seeking to outperform. The surge has unfolded as governments and investors increasingly focus on semiconductor supply chains amid ongoing geopolitical tensions.