BOK: AI Reshapes Semiconductor Supply Chain, Boosting Exports to Taiwan While China Declines

South Korea's semiconductor exports to Taiwan have surged to 19.9% of total (up from 9.0% in 2022) as AI chip demand reshapes global supply chains, whilst exports to China declined from 53.1% to 40.3% over the same period. The Bank of Korea's new production map reveals AI-driven consolidation around NVIDIA, TSMC, Samsung, and SK hynix, with Seoul metropolitan area now accounting for 82.3% of South Korea's semiconductor output.

This Wire brief sits within Fusion42's coverage of Semiconductors and AI Infrastructure. Wire is Fusion42's founder-focused intelligence feed: each story is connected to the funds and startups it names — every one with a live profile on Raise or Scout — so founders can follow the capital and the momentum behind the headline rather than just the headline itself. Wire analysis is one of the live surfaces Arthur reasons over.