(March 9) : A war‑driven meltdown in Asian shares is spurring global investors’ interest in adding exposure to major chip firms, reflecting confidence that the artificial intelligence boom can withstand the Middle East conflict. “We see this volatility as an opportunity to add into the correction,” said Pruksa Iamthongthong, head of Asia Pacific equities at Aberdeen Investments. Meanwhile, Fidelity International is looking to add exposure to Taiwan, a market dominated by chipmakers including Taiwan Semiconductor Manufacturing Co., according to Ian Samson, a portfolio manager at the firm. “We’re not telling clients to chase every AI dip,” said Stephen Dover, chief market strategist and head of Franklin Templeton Institute. “We’re using this correction to upgrade into higher‑quality Asia AI and semiconductor leaders with visible cash flows, stronger balance sheets, and clearer roles in the global AI stack.”

Source: The Edge Markets March 08, 2026 23:31 UTC