# 據報導，南韓憑藉與全球人工智慧熱潮相關的晶片龍頭股飆升，已超越印度成為全球第六大股市。

*semiconductor · news · 2026-06-02 · Telegraph India*

## Key points

- 南韓以市值超越印度，成為全球第六大股市。
- 今年韓國市值飆升86%，達約5兆美元，主要由人工智慧驅動的晶片製造商領軍。
- 三星電子與SK海力士因人工智慧需求，市值各自超過1兆美元。
- 外資2024年從印度股市撤出260億美元，導致指數下跌11%。
- 印度股市下滑與盧比疲弱、人工智慧相關企業稀少及全球通膨壓力有關。

South Korea has reportedly overtaken India to become the world’s sixth-largest stock market, powered by a surge in chip-heavyweights tied to the global artificial-intelligence boom. The development, reported by Bloomberg on Tuesday, comes after Taiwan last week overtook India to become the fifth-largest stock market; Now India has lost its sixth position to South Korea. Taiwan's market capitalisation stood at $4.95 trillion, slightly ahead of India's market capitalisation of $4.92 trillion last week. Korea-listed companies’ total market capitalisation has surged about 86 per cent this year to around $5 trillion while India’s market capitalisation has slipped to roughly $4.8 trillion, per data cited by Bloomberg. The surge in Korea’s stock market has been led by semiconductor giants Samsung Electronics and SK Hynix, both of which have joined the $1-trillion valuation club amid strong global demand for AI infrastructure. The shift is considered by experts a testament to how global investors are increasingly moving towards AI-linked sectors, particularly Asia’s semiconductor hubs such as South Korea and Taiwan. “Closing in on India is a remarkable milestone for a market that, not long ago, was setting Kospi 5,000 as an ambitious target,” Ross McGarry, senior investment analyst at Asset Value Investors, told Bloomberg. Korea’s President Lee Jae Myung had earlier set a target of Kospi 5,000 after his push for corporate reform coincided with the emergence of AI as a dominant investment theme. “The real test is whether Korea can sustain this re-rating through genuine corporate governance reform,” McGarry told Bloomberg. Meanwhile, a weakening rupee, foreign investors' outflow, and a dearth of companies linked to the AI boom have led to a crash in India’s equity growth. Higher energy costs have also fuelled inflation concerns, cited Bloomberg, accompanied by global funds selling about $26 billion of local equities this year. As a result, India’s stock benchmark has fallen around 11 per cent this year. “The India growth story has increasingly lost momentum in investors’ minds as the country contends with mounting domestic and external political challenges,” Gerald Gan, chief investment officer at Reed Capital Partners, told Bloomberg “At the same time, longstanding infrastructure deficiencies continue to undermine its ambitions in advanced manufacturing.” Although Korea has risen above India in market value, India’s $4.15 trillion economy- one of the fastest-growing in the world- still far exceeds Korea’s $1.93 trillion GDF, according to IMF estimations.

**Companies:** Samsung Electronics, SK Hynix
**Countries:** South Korea, India, Taiwan

[Read the full story on Telegraph India](https://www.telegraphindia.com/business/after-taiwan-south-korea-overtakes-india-in-stock-market-value-on-ai-driven-chip-rally-report/cid/2163582)

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