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Tag: Chips

Real Winners and Losers Emerge in Asia After Fed Meeting

Avatar photo Alex Frew McMillan on June 18, 2026

Winners, Losers

Japan, Korea and Taiwan are setting new records, while a potential trade to exploit the high degree of leverage creeps into the system.

Alibaba Pushes Back on U.S. Punishment as Stock Dips

Avatar photo Alex Frew McMillan on June 9, 2026

China’s tech industry got a domestic AI boost despite fresh allegations of ties to China’s military for Alibaba, Baidu and BYD.

SoftBank Overtakes Toyota as Japan’s Largest Company

Avatar photo Alex Frew McMillan on June 2, 2026

Tech-stock gains have pushed TSMC, Samsung and Hynix into the $1 trillion club, while SoftBank is the largest Tokyo listing by market cap.

World-Leading Stock Rally Gets Pension Fund Support

Avatar photo Alex Frew McMillan on May 28, 2026

SK Hynix Chips

Here’s how the National Pension Service in Korea is changing its allocation to Wall Street assets and domestic stocks.

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