Woofun AI data shows that South Korean memory chip stocks Samsung and SK Hynix achieved half-year gains of 180% and 310% respectively, propelling the broader Korean stock market to a cumulative increase of approximately 100%.

Meanwhile, Japan's Nikkei 225 Index rose about 40% year-to-date, driven by tech equities including Advantest and Tokyo Electron.

Recent market movements indicate a shift toward AI infrastructure equipment and raw materials, influenced by South Korea's $800 billion expansion plan. This trend suggests that AI infrastructure may become the primary focus for the second half of the year across Asia-Pacific and U.S. markets.