South Korea's Kospi hits record highs driven by semiconductor giants, but heavy reliance on a few stocks sparks market concentration fears.
Taiwan's Taiex surges to records driven by TSMC, but heavy reliance on chip stocks raises market vulnerability concerns.
Taiwan's Taiex hits records driven by AI chip demand, but market concentration and US-China tensions over defense commitments pose risks.
TSMC now accounts for over 40% of Taiwan's Taiex benchmark. We analyze the concentration risk, historical parallels, and what it means for investors.