Singapore, 27 July 2026 – The artificial intelligence-driven semiconductor boom could strengthen the South Korean won and Taiwan dollar as surging technology exports generate record trade surpluses and reinforce the economic outlook for both markets, according to Goldman Sachs.
South Korea and Taiwan have emerged as central beneficiaries of global investment in AI infrastructure. Their semiconductor manufacturers supply advanced processors, high-bandwidth memory, foundry capacity and other components required by data centres and large computing platforms.
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