stock market
The stock markets of Taiwan and South Korea are rapidly approaching the total market value of India. If the current rise in shares of semiconductor and AI sectors continues, India may slip back in the world market rankings. Taiwan’s total market cap has now reached about $4.6 trillion, which is only 6% less than India’s $4.9 trillion. At the same time, South Korea is also rapidly reducing the gap. Its market cap is about $4.2 trillion, which is about 12% below India.
So far in 2026, Taiwan’s stock market has seen tremendous growth. This year the market cap there has increased by about 40% and in the first four months alone a value of more than 1 trillion dollars has been added. In the last 12 months, the total value of the Taiwan market has increased by about $2.7 trillion, which is considered to be a big jump of about 150%. This boom has included Taiwan among the top equity markets of the world.
Why are these markets running away?
The biggest reason for this rally in Taiwan is the companies of semiconductor and AI sector. Taiwan Semiconductor Manufacturing Company (TSMC) has been at the forefront in this. This company has benefited the most from the increasing demand for AI hardware worldwide. TSMC alone accounts for more than 40% of the total market value of Taiwan’s main index.
However, the boom was not limited to TSMC only. Shares like chip designer MediaTek, iPhone assembling and AI server maker Hon High Precision Industry, chip packaging company ASE Technology Holding, power management supplier Delta Electronics and AI server maker Quanta Computer have also seen strong gains. These companies are benefiting greatly from the expansion of the global AI supply chain. Taiwan has now become an important center of the world’s semiconductor network and is supplying advanced chips to companies like Nvidia.
south korea market
A similar trend has been seen in the stock market of South Korea. The total market cap there has reached around 4.1 trillion dollars. There has been a sharp rise in the Kospi index, which was supported by the strength of the technology sector. Memory chip companies like Samsung Electronics and SK Hynix have been the biggest reason for this growth. These companies play an important role in the global AI supply chain and their share in the total market cap of Kospi is more than 40%.
stock market of india
On the other hand, a lot of volatility has been seen in the Indian stock market since September 2024. The total market cap of India’s listed companies increased by only 2% in 2025, while it has fallen by about 7% so far in 2026. The reasons for this are believed to be high valuation, slow profit growth, selling by foreign investors and India’s limited presence in the AI sector. Apart from this, geopolitical tension has also increased pressure on the Indian market. Crude oil prices have increased due to tensions between America, Iran and Israel and global trade uncertainty. Due to this, concerns about inflation and government financial pressure have also increased.
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