Wire · technology
Taiwan's share of Korea's chip exports doubles as Nvidia-TSMC-Samsung supply chain solidifies
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Fusion42 · 28 July 2026 · Fusion42 review
Taiwan's share of South Korean semiconductor exports has doubled to 19.9% in 2025, rising to second place, while China's share fell from 53.1% to 40.3%. The shift reflects consolidation of a global AI chip supply chain anchored by Nvidia, TSMC, and Samsung-SK Hynix, with demand shifting from CPUs and DRAM toward GPUs and high-bandwidth memory.
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
The AI chip supply chain has solidified around Nvidia-TSMC-Samsung, and Korean chipmakers are now exporting half their output to Taiwan instead of China. If you sell memory, packaging, or thermal components into Korean fabs, your customer mix just flipped—Taiwan is now the primary onward destination, not end-market sales to China.
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8 sources · first reported 27 Jul 2026 · latest 8 Aug 2026
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