Investors are anxious about AI spending, but these parts of the market profit no matter who wins

Investors are anxious about AI spending, but these parts of the market profit no matter who wins

AI-driven demand for memory chips has helped power a historic rally in South Korean stocks.Chris Jung/NurPhoto/Getty ImagesSouth Korea and Taiwan are emerging as major winners of the global AI infrastructure boom.The countries' tech firms supplying critical components are profiting regardless of who wins the AI race.Goldman Sachs recently called South Korea its "highest conviction view" in Asia.Investors are nervous that AI's payoff may not just…