Saturday Mornings with Glenn van ZutphenSaturday Mornings with Glenn van Zutphen

Saturday Mornings: Asia’s AI Gold Rush: The Markets, the Mania and the New Crazy Rich

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🌍 Asia’s markets aren’t just rising — they’re erupting. On MoneyFM 89.3 Saturday Mornings Show host Glenn van Zutphen and Joanna Ossinger, Managing Editor at CNBC dive into the AI‑fuelled financial frenzy sweeping South Korea, Taiwan, and Japan. This is the new gold rush, and the “picks and shovels” chips, servers, cooling systems are all made in Asia.

Retail mania is everywhere.
In Seoul, twenty‑somethings are emptying their savings.
In Taiwan, TSMC engineers have become national heart‑throbs.
In Japan, chipmakers are minting billion‑dollar winners overnight.

The numbers are staggering:
• Taiwan’s market has doubled.
• Korea’s has tripled.
• Japan’s Nikkei is up 80%.
• Asia now supplies two‑thirds of the world’s AI infrastructure exports — nearly US$4 trillion.

We explore what’s driving the frenzy, who’s cashing in, and whether this rocket ship still has fuel. A sharp, high‑energy look at the AI boom reshaping portfolios across Asia.

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