Asia's Booming AI Trade Set to Continue in 2026 -- Market Talk
Dow Jones
Jan 19
0822 GMT - Asia's AI stock rally, centered on South Korean and Taiwanese chipmakers, is set to continue in 2026, underpinned by the U.S. data-center boom, HSBC's Herald van der Linde says. He has a positive view on the earnings growth outlook for hardware tech companies like Taiwan's TSMC. However, the analyst warns that heavy investor positioning in high-valuation AI stocks poses substantial risk, even if those risks may take time to surface. "If the roll out of data center changes, everybody may run for the exit," adds van der Linde, head of APAC equity strategy at HSBC. (jason.chau@wsj.com)
(END) Dow Jones Newswires
January 19, 2026 03:22 ET (08:22 GMT)
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