Analysis: Taiwan's stock market value has surpassed the UK's at ~$4.3T, with South Korea close behind, driven by massive gains in TSMC, Samsung, and SK Hynix (Bloomberg)

Bloomberg: Analysis: Taiwan's stock market value has surpassed the UK's at ~$4.3T, with South Korea close behind, driven by massive gains in TSMC, Samsung, and SK Hynix — The artificial intelligence boom has triggered a seismic reshuffling of global equity markets, with Taiwan and South Korea muscling past European nations one by one.

ASML says South Korea surpassed China as its largest market in Q1 2026, with shipments hitting 45% of net system sales, or €2.84B, up from 22% in Q4 2025 (Sarah Jacob/Bloomberg)
SK Hynix reports Q1 revenue up 198% YoY to ~35.55B, vs. ~36.2B est., and operating profit up 405% YoY to ~25.4B, vs. ~25.6B est., as memory prices rise (Dylan Butts/CNBC)
Around 30K attend a Samsung union rally demanding 15% of operating profits for chip division staff amid the AI boom; the demand totals 27B or 400K+ per worker (Yoolim Lee/Bloomberg)
TSMC CEO C.C. Wei says TSMC checked with customers about AI demand and was reassured that it was still strong amid the Iran war, as it raises revenue forecasts (Wall Street Journal)

Source: Techmeme | 2026-04-25

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