Taiwan’s AI stock boom is making early-stage startups a harder sell
Source: Business Insider ·
Taiwan's AI stock boom could be making it harder for young startups to win their first funding checks.
From the source
Taiwan's stock market has surged this year as investors chase the country's broad AI supply chain.I-Hwa Cheng/AFP/Getty ImagesTaiwan's stock market has surged as investors pile into companies powering the global AI buildout.The rally is giving local investors a liquid alternative to early-stage startup bets.For early-stage founders, that can mean looking abroad for capital.Taiwan’s AI stock boom is creating more ways for investors to profit from its chip supply chain, making early-stage startups a tougher pitch.Taiwan’s benchmark Taiex index is up more than 50% this year, making it the world’s best-performing major index after pulling ahead of South Korea’s Kospi.The gains extend well beyond Taiwan Semiconductor Manufacturing Co., spanning chip design, advanced packaging, networking, and server companies. About 7% of Taiwan-listed stocks have doubled this year, compared with 3% in South Korea. That wider exposure has made Taiwan a preferred Asian AI trade.A September Bank of America…
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