Markets — AI Infra by Geography
Which names and plants live where — plus what just changed. Markets show the local update; layers explain the stack.
Four doors into AI infrastructure by geography. Layers answer where rent sits in the stack. Markets answer which names and plants live here — and what just moved.
Status: Stable · Updated: 2026-09-12
Investor read: One story, one URL. Tag Wire with layer: and market: so both surfaces stay honest. No country×layer clones. No buy lists — dated local updates only.
On this page
- Four doors
- What moved
- What changed (weekly)
- How Markets relate to Stock Map
- What would change the view
- FAQ
Four doors
| Market | Weight | What it owns | Status | Hub |
|---|---|---|---|---|
| Taiwan | Full | Foundry, CoWoS, servers, substrates | Tightening | /markets/taiwan/ |
| Korea | Full | HBM + memory tools | Tightening | /markets/korea/ |
| US | Full | Design, WFE, neoclouds, REITs (capped) | Stable | /markets/us/ |
| China | Full | Closed stack; policy + HBM/tools news | Stable | /markets/china/ |
What moved
First-class feed. Fill from Wire tagged market:*. Empty slots until evidence moves
| Date | Market | Note | Desk |
|---|---|---|---|
| — | — | Slot 1 | /wire/ |
| — | — | Slot 2 | /wire/ |
| — | — | Slot 3 | /wire/ |
| — | — | Slot 4 | /wire/ |
| — | — | Slot 5 | /wire/ |
What changed (weekly)
Friday desk placeholder: five things that moved the books. Not a second newspaper.
| Week of | What tightened | Link |
|---|---|---|
| TBD | Packaging / HBM / power / policy | /wire/ |
| TBD | — | /wire/ |
| TBD | — | /wire/ |
How Markets relate to Stock Map
- Layers — thesis and constraint (The Stack).
- Markets — local moves by country (this pillar).
- Wire / Map / Research — article desks.
Related layers (affects, not clones): Semiconductors · Neoclouds · Servers · Power · REITs
What would change the view
- Market pages that only say “this country has AI.”
- Wire that never tags
market:for a quarter. - New URLs that clone a layer under a country path.
FAQ
What is a Markets page for?
Plants, policy clocks, and dated What moved. Thesis stays on layers.
Why name the market in the H1?
Market hubs may name the market. Desk copy elsewhere can stay entity-first.
Is this a buy list?
No. Educational map only. Not investment advice.
Not investment advice. Do your own research. Second Order by TKN · Updated: 2026-09-12