South Korea chip exports to Taiwan surge on AI demand

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.

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