iShares MSCI Taiwan ETF Today iShares MSCI Taiwan ETF<\/p>\n $100.58 +4.64\u00a0(+4.84%) <\/p>\n As of 04:10 PM Eastern<\/p>\n 52-Week Range$57.56<\/p>\n \u25bc<\/p>\n $112.78<\/p>\n Dividend Yield2.79%<\/p>\n Assets Under Management$9.78 billion<\/p>\n EWT\u2019s anchor holding is none other than the Taiwanese shares of Taiwan Semiconductor Manufacturing<\/a> NYSE: TSM, the world\u2019s dominant force in advanced chip fabrication. <\/p>\n TSMC accounts for a massive portion of EWT, with a weighting near 22%. With this, and TSMC\u2019s Taiwanese shares up about 50% in 2026, the stock has been by far the largest contributor to EWT\u2019s return.<\/p>\n TSMC has had a very strong year, recently posting its fifth consecutive quarter<\/a> of record revenue and profits. <\/p>\n The company also greatly increased its 2026 growth guidance from more than 30% to more than 40% in U.S. dollar terms.<\/p>\n It also significantly increased its capital expenditure (CapEx) guidance and is planning an additional $100 billion investment in Arizona to build manufacturing sites. This brings the company\u2019s total commitment in Arizona to a whopping $265 billion<\/a>. These investments signal a high degree of confidence in the firm\u2019s long-term demand.<\/p>\n TSMC is far from the only Taiwanese stock putting up big-time gains in 2026. In fact, more than 10 stocks in EWT are up over 100% this year. This includes MediaTek<\/a> OTCMKTS: MDTKF, whose Taiwanese shares are up approximately 140%, and EWT\u2019s second largest weighting at around 6%. Reports indicate that MediaTek has played a role<\/a> in developing Alphabet\u2019s NASDAQ: GOOGL<\/a> tensor processing units (TPUs). This is a large opportunity for MediaTek, given that Broadcom<\/a> NASDAQ: AVGO has grown its AI chip business largely through its huge partnership with Alphabet.<\/p>\n South Korea Takes the Cake as Memory Makers Skyrocket<\/p>\n So far this year, South Korea has been the world\u2019s best-performing stock market. The i<\/a>Shares MSCI South Korea ETF<\/a> NYSEARCA: EWY is one of the primary avenues for gaining exposure to South Korea. The fund has delivered a highly impressive return of over 70% in 2026. This comes even as it is down more than 20% from its highs.<\/p>\n Local shares of memory chip makers SK hynix NASDAQ: SKHY<\/a> and Samsung Electronics<\/a> OTCMKTS: SSNLF account for an overwhelming percentage of the fund. Together, their weighting is around 45%, with SK hynix being 23% and Samsung 22%. Their South Korean shares are up more than 150% and approximately 100%, respectively.<\/p>\n iShares MSCI South Korea ETF Today iShares MSCI South Korea ETF<\/p>\n $172.90 +10.04\u00a0(+6.16%) <\/p>\n As of 04:10 PM Eastern<\/p>\n 52-Week Range$70.36<\/p>\n \u25bc<\/p>\n $220.89<\/p>\n Dividend Yield1.17%<\/p>\n Assets Under Management$22.03 billion<\/p>\n The intense memory chip shortage has driven massive returns in these stocks. This comes as AI customers look to buy up all available high-bandwidth memory (HBM), dynamic random-access memory (DRAM), and solid-state drives (SSDs). <\/p>\n This has led to exponential revenue growth and margin expansion. For example, in Q1, SK Hynix\u2019s revenue rose 198% year-over-year<\/a>, in terms of Korean won.<\/p>\n In just one quarter, gross margin increased 1,000 basis points to 79%, and operating margin rose 1,400 basis points to 72%. <\/p>\n This comes as SK hynix says average selling prices (ASPs) for its DRAM products rose in the mid-60% range quarter over quarter.<\/p>\n Americans can also now easily invest in SK hynix through the firm\u2019s recently released<\/a> American depositary receipts (ADRs). However, one risk with this approach is that the company\u2019s ADRs have traded at a massive premium to its South Korean shares. Recently, this premium fell to 24.6%, down from 51%<\/a>. In other words, U.S. investors are paying much more for a company with the same underlying value. This premium could continue to compress significantly over time, pressuring the ADRs.<\/p>\n What to Watch: CapEx, China-Taiwan Relations, Memory Margins<\/p>\n When it comes to EWT, hyperscaler CapEx spending and guidance will be key to watch going forward. Growth in these numbers will support TSMC\u2019s ability to continue growing its revenue, as well as that of many of the other smaller players in EWT. It is also worth watching how significant MediaTek\u2019s relationship with Alphabet becomes, and what type of sales growth it translates into. Furthermore, investors should monitor signs of aggression from China against Taiwan and the U.S. government\u2019s response.<\/p>\n Big Tech CapEx is a key signal for EWY. Further increases in memory pricing and memory maker margins would also indicate that these companies continue to leverage the shortage to improve financial performance. It is also worth paying attention to how the premium in SK hynix\u2019s ADRs shifts over time.<\/p>\n Before you consider iShares MSCI South Korea ETF, you’ll want to hear this.<\/p>\n MarketBeat keeps track of Wall Street’s top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks<\/a> that top analysts are quietly whispering to their clients to buy now before the broader market catches on… and iShares MSCI South Korea ETF wasn’t on the list.<\/p>\n While iShares MSCI South Korea ETF currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.<\/p>\n View The Five Stocks Here <\/a><\/p>\n Discover the 10 Best High-Yield Dividend Stocks for 2026 and secure reliable income in uncertain markets. Download the report now to identify top dividend payers and avoid common yield traps.<\/p>\n Get This Free Report<\/a><\/p>\n Like this article? 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