Company Interview / Are investors overlooking this Asia AI opportunity?

Key points:

Ongoing investor inflows into AI‑linked tech despite recent market volatility Asian hardware leaders SK Hynix, Taiwan Semiconductor Manufacturing Company and Samsung positioned at the heart of AI memory demand ETFs such as Betashares Asia Technology Tigers ETF (ASIA) and Betashares Future of Payments ETF (BMG) used to access emerging market AI hardware exposure

Alex Holmes from Betashares outlines why AI-linked tech in Asia remains a focal point for global investors, despite recent volatility in markets such as South Korea and the United States. Holmes notes ongoing net inflows into AI-related strategies and suggests many investors are not engaging in significant profit-taking, as long as capital expenditure and earnings growth appear aligned.

Holmes highlights the role of Asian semiconductor and hardware giants in powering global AI infrastructure. Companies such as SK Hynix, Taiwan Semiconductor Manufacturing Company, and Samsung are seen as central to the memory chip supply chain underpinning AI adoption across corporate and government sectors. Holmes points to strong recent profit growth at Taiwan Semiconductor Manufacturing Company and the surging market capitalisation of SK Hynix, aided by its expanding AI-related business and a new agreement with Nvidia (NASDAQ:NVDA) to develop next‑generation AI memory chips.

Holmes views emerging markets like South Korea and Taiwan as major beneficiaries of the AI build‑out, with ETFs such as the Betashares Asia Technology Tigers ETF (ASIA) and Betashares Future of Payments ETF (BMG) offering concentrated exposure to these “picks and shovels” hardware names. Holmes sees further upside potential, contingent on sustained AI CapEx from large US tech companies.