AI Semiconductors: The Korea and Taiwan Playbook

Kaizen Research · Jun 3, 2026 · 62 min read

Report

Introduction

There is a strong argument that we are not in an AI bubble. At the peak of the year 2000 telecom bubble, 97% of the fiber that had been laid in America was dark, meaning it was unused infrastructure with no demand behind it.

There are no idle GPUs sitting on shelves.

Every GPU that gets shipped is immediately...

Sign up to keep reading

The rest of this report is for Kaizen Pro members. Create a Kaizen account, then upgrade to unlock it.

Create account Log in

Creating a Kaizen account is free and takes less than a minute.

Next report

Sweetgreen (SG): Can a Viral Wrap Fix a Broken Restaurant?

Kaizen Research · Jun 2, 2026 · 23 min read

Command Palette

AI Semiconductors: The Korea and Taiwan Playbook

Introduction

Sign up to keep reading