South Korea’s Kospi Index has surged 55% in the past year, the best performance among major countries, reflecting its status as Asia’s most attractively valued AI proxy.Asian equities have outperformed thanks to the region’s position at the heart of the AI supply chain — home to major chipmakers, foundries, and semiconductor-equipment bellwethers such as Taiwan Semiconductor Manufacturing Co., Samsung Electronics Co., and Tokyo Electron Ltd.Hartnett, for one, now expects the pace of outperformance to slow a ...