Episode 80: Korea, Taiwan Tech Hubs Drive AI Future

Episode 80: Korea, Taiwan Tech Hubs Drive AI Future

From Research @ Citi by Citi

June 4, 2026 · 17 min

About this episode

The episode discusses the impact of AI on the tech chains and stock markets of Korea and Taiwan, exploring sustainability and investment risks.

Erica Poon Werkun, Citi's Head of Research for JANA and Asia South, sits down with Head of Korea Research Peter Lee and Head of Taiwan Research Laura Chen to discuss AI's contributions to those countries' tech chains and stock markets. In their conversation, the three explore whether this growth is sustainable and potential downside risks investors should keep in mind. This podcast contains thematic content and is not intended to be investment research. Nor does it constitute financial, economic, legal, tax or accounting advice. This podcast is provided for information purposes only and does not constitute an offer or solicitation to purchase or sell any financial instruments. The contents of this podcast are not based on your individual circumstances and should not be relied upon as an assessment of suitability for you of a particular product, security, or transaction. The information in this podcast is based on generally available information and, although obtained from sources believed by Citi to be reliable, its accuracy and completeness are not guaranteed. Past performance is not a guarantee or indication of future results. This podcast may not be copied or distributed, in…

People in this episode

Host: Erica Poon Werkun

Guests: Peter Lee, Laura Chen

Topics covered

  • AI
  • technology
  • stock markets
  • investment risks
  • Korea
  • Taiwan

Keywords

  • AI
  • Korea
  • Taiwan
  • technology
  • stock markets
  • investment risks
  • Citi

Mentioned in this episode

Organizations: Citi

Places: Korea, Taiwan

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