Asian Tech Stocks Shift Focus from OpenAI to New AI Winners
ByAinvest
Thursday, Dec 4, 2025 5:40 pm ET1min read
TSM--
The AI stock trade is shifting towards new Asian equity winners, with smaller, lesser-known names such as MediaTek and Zhongji Innolight gaining attention. The hunt for new stars is driven by a technological shift and bubble fears, as focus progresses from large language models to everyday application of AI. High-profile firms like TSMC and SK Hynix may bounce back, but the spotlight is turning to companies with cheaper costs and innovative products. Investors are concerned about negative implications for product pricing and the potential bursting of the AI bubble.
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