Wire · operational-macro
South Korea chip exports to Taiwan surge on AI demand
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◆ Geography
◆ Source
◆ Verified
Fusion42 · 27 July 2026 · Fusion42 review
South Korea's semiconductor exports to Taiwan nearly doubled their market share between 2022 and 2025, rising from 9% to 19.9% and making Taiwan the second-largest destination for Korean chips, driven by AI demand. China's share of South Korean chip exports fell from 53.1% to 40.3% over the same period, signalling a structural shift in East Asia's semiconductor supply chain.
This Wire brief sits within Fusion42's coverage of Semiconductors, and 8 sources have reported it between 27 Jul 2026 and 8 Aug 2026.
◆ ◆ The Wire takeaway
If you make anything that Korean chip makers now need at scale — packaging, testing, substrate, cooling — Taiwan's AI buildout just became a proven customer path. Seoul is betting on Taiwan as its second home market; the volume is moving there.
◆ Coverage
8 sources · first reported 27 Jul 2026 · latest 8 Aug 2026
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