00:00both economies are riding the same ai chip boom yet taiwan is projected to grow 11 percent this year
00:05while korea manages just 3.2 percent according to the asian development bank for taiwan it marks
00:12the highest growth since 1988 and the first double digit expansion on record korea's forecast was
00:19revised up 0.6 percentage points from july but the gap remains more than threefold the dividing line
00:26is how the money flows in taiwan the semiconductor export boom has spilled over into private
00:31investment and consumer spending in korea the gains are visible only in exports and capital expenditure
00:38the korea development institute notes that income gains are concentrated in the semiconductor sector
00:43leaving consumer recovery gradual at best the chip boom's warmth in other words has yet to reach
00:49korean households broadly both countries share one common variable whether global corporate
00:54investment in ai holds up that question will determine growth on both sides of the strait