Asia-focused hedge funds have emerged as some of the biggest beneficiaries of the artificial intelligence boom, with several delivering triple-digit returns in the first five months of 2026 by capitalising on investments across the semiconductor and AI ecosystem.
The strong gains underscore that the AI-driven market rally has remained resilient despite bouts of volatility triggered by geopolitical tensions, including the conflict in Iran. Rising demand for AI infrastructure and supply-side constraints across the semiconductor industry have helped propel technology stocks higher, driving benchmark indices in Japan, South Korea and Taiwan to record levels.
