Asia's Tech Stocks Soar in 2026, Outperforming US Peers Amid AI Boom

• Asia's technology stocks began 2026 with significant gains, outperforming US counterparts like the Nasdaq 100.
• Goldman Sachs and Citigroup strategists are bullish on Asian tech, citing AI-driven demand, reasonable valuations, and importance in the semiconductor supply chain.
• Strong fundamentals, including record profits from Samsung Electronics and exceeding revenue estimates by Taiwan Semiconductor Manufacturing Co., reinforce investor confidence.
• The MSCI Asia Pacific Information Technology Index trades at a lower forward P/E multiple (16.3x) compared to Nasdaq 100 (25x), despite superior performance.
• Key risks include a potential pullback in AI spending and geopolitical concerns, particularly for Taiwan.

Why It Matters: Asian tech stocks are leading the global AI race in 2026, driven by strong fundamentals and investor confidence.