Bank of America's latest global AI research report, released on July 8, notes that while the US and China continue to dominate, Taiwan holds a critical and "irreplaceable status" in the AI infrastructure supply chain. The report also positions South Korea as an "all-around winner" due to its excellence in both short-term deployment and medium to long-term AI applications.
Taiwan's specialized role in AI infrastructure supply chains remains critical, while South Korea emerges as a comprehensive leader across the AI value chain.