Asian equities surge on AI semiconductor boom. South Korea and Taiwan lead global markets this month, with the Kospi index up 78 for the year, driven by semiconductor giants Samsung Electronics, SK Hynix, and Taiwan Semiconductor Manufacturing. As geopolitical tensions ease, investors are rotating toward Asia's tech-heavy markets. Implied volatility is rising alongside stock prices in both regions, reaching peak levels versus the S&P 500. Derivatives strategists are increasingly recommending bullish trades, while leveraged ETFs see record asset inflows. JPMorgan recommended bullish positions on emerging market ETFs, citing strong AI fundamentals and supportive macro conditions. The rally reflects growing confidence in Asia's technology sector leadership during this global equity recovery phase.
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