The AI boom is lifting economies across Asia. But for Southeast Asia, it might just be a ‘short-term blip’

Fortune · 28

Asian economies are reporting stronger growth and exports tied to AI hardware demand, alongside big stock jumps for related chip and robotics firms. Exports from South Korea rose by more than 60% in July. Economists say Southeast Asia’s gains may not last because the region is mostly supplying back-end semiconductors and data-center inputs and faces constraints like skills, energy, and geopolitics.