Why Taiwan Owns The AI Boom — And India Doesn’t | DeKoded

Описание: Taiwan, an island smaller than Kerala with just 23 million people has overtaken India to become the world’s fifth-largest stock market.

How did that happen?

The answer lies in AI, semiconductors, and one company: TSMC.

While Taiwan built the chips powering the AI revolution, India built one of the world’s largest outsourcing economies. That model created millions of jobs and transformed the Indian middle class.

But AI may now be changing the rules of the game.

In this episode, we break down:

Why global investors are chasing Taiwan
Why Indian IT stocks are under pressure
The “Concrete vs Cognition” framework
How AI is disrupting outsourcing
Why countries that own chips and intelligence capture most of the value
And the one indicator every Indian IT investor should track

Watch till end to understand the bigger shift happening globally.

#AI #India #TSMC #IndianIT #Taiwan #Infosys #TCS #Wipro #ArtificialIntelligence #StockMarket #DeKoder

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