The AI Infrastructure Gap: What the Taiwan and South Korea Flips Mean for India
It took just ten days for the global equity landscape to shift dramatically under India's feet. On May 25th, Taiwan’s market cap overtook India's. By June 5th, South Korea did the same. In a little over a week, India slipped from the 5th to the 7th largest stock market in the world, trailing behind these North Asian tech hubs: Taiwan: ~$5.15 Trillion (5th) South Korea: ~$5.04 Trillion (6th) India: ~$4.84 Trillion (7th) This rapid realignment tells a singular story: global capital is aggressively concentrating its bets on artificial intelligence and its critical hardware suppliers . Together, Taiwan and South Korea are rewriting global equity rankings . It is a striking display of investor fascination with the AI economy, even as it stirs valid concerns about an overheated market . So, where exactly is India lagging? The shift exposes a fundamental gap in our market composition. While the Indian market has plenty of "AI proxy players" and software services c...
