Decades of embedded ecosystem advantages, skilled labor, and coordinated industrial policy make Asia’s tech supply chain difficult for other regions to replicate, even as reshoring efforts accelerate. A Different Role in the AI EcosystemThe distinction between U.S. and Asian tech is structural, not incidental. For investors already holding U.S. or global tech positions, that low correlation makes Asia tech a natural diversifier rather than a redundant bet on the same trend. That agility is reinforced by decades of experience mass-producing high-precision components for consumer electronics, expertise now being redirected toward the complex components AI infrastructure demands. Valuation Gap Persists Despite OutperformancePerhaps counterintuitively, Asian tech stocks’ strong run has not erased their valuation discount to U.S. peers.