It’s not just in the US that AI is producing some surprising winners: Asia’s tech hardware makers are enjoying a degree of investor love not seen since laptops and 3G iPhones were hot properties. In Japan’s case, the current surge plays to the country’s industrial strengths — and could be a test of its ability to move past traditional governance weaknesses.
Shares in Tokyo-listed chipmaker Kioxia have surged sevenfold this year, making the doubling of South Korea’s $1.5tn Samsung Electronics look positively pedestrian. Earlier this week, SoftBank ended Toyota’s 20-year reign as Japan’s most valuable company, aided by a €75bn pledge on Monday to help build new AI computer clusters in France.
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