Taiwan's share of Korea's chip exports doubles as Nvidia-TSMC-Samsung supply chain solidifies

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.

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