AI's Picks and Shovels: TSM, Samsung, and SK Hynix Lead the Way

Kevin Carter of EMQQ Global explains that AI is reshaping emerging markets, with TSMC (TSM), Samsung, and SK Hynix—his "Mag Three"—driving returns as the dominant "picks and shovels" providers. He also introduces EMQQ Global's Tigers product, offering U.S. investors exposure to China's open-weight LLMs like DeepSeek and Moonshot.

Morning Trade Live

02 Sep 2026

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