AI surge shifts Korea chip exports to Taiwan as Nvidia–TSMC–Samsung–SK align

Taiwan has surged to become South Korea's second-largest semiconductor export destination (19.9% share, $36.8bn), tripling in three years, as AI-driven demand for GPUs and HBM shifts the supply chain away from China and toward the Nvidia–TSMC–Samsung–SK Hynix ecosystem. South Korea's semiconductor export share to China fell from 53.1% to 40.3% over the same period.

This Wire brief sits within Fusion42's coverage of Semiconductors and AI Infrastructure, and 8 sources have reported it between 27 Jul 2026 and 8 Aug 2026.