Schroders Sees AI Buying Opportunities After Taiwan, Korea Market Rout

The global buildout of artificial-intelligence infrastructure remains a central driver for Taiwan’s technology sector, with Schroders expecting demand to extend through 2030. The firm said the benefits are spreading beyond leading chipmakers to mature-node foundries, silicon wafers, multilayer ceramic capacitors, cooling systems, power supplies, PCB and CCL makers, ABF substrates and co-packaged optics equipment. That broadening earnings cycle makes market pullbacks potentially attractive for investors seeking AI semiconductor and critical-component leaders with pricing power.

On July 28, 2026, South Korea’s KOSPI fell more than 10% intraday, triggering its ninth circuit breaker of the year and eighth downside trading halt. Taiwan’s benchmark dropped as much as 2,069.19 points to 41,565 before closing 2,030.83 points lower at 41,603.36, its third-largest point decline on record. Schroders’ Taiwan equity team advised investors to retain cash for selective buying during panic-driven selloffs, while warning that the third quarter could remain volatile before fundamentals potentially support a fourth-quarter recovery.