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Tag: Japan

Who Wants to Believe in Iran Talks? (The Markets Do); Big Earnings; Yen Plan

Avatar photo Stephen Guilfoyle on August 3, 2026

Let’s look at how Trump holds off big attack on Iran and the markets look optimistic, a joint plan for the yen, and earnings on tap for this week.

Is China Really to Blame for the Chip-Driven Tech Wreck?

Avatar photo Alex Frew McMillan on July 28, 2026

AI, tech stocks

Semiconductor stocks are selling off hard, a scary picture in a key week for earnings. But is the ‘China factor’ really to blame?

SK Hynix’s 32% Mystery: Why the Shares Trade at a Huge U.S. Premium

Avatar photo Alex Frew McMillan on July 23, 2026

SK Hynix

There are odd trading patterns developing for tech stocks on either side of the Pacific. And there’s a specific reason why trading in Hynix is particularly weird.

Why China Is Throwing Its Support Behind This Chipmaker

Avatar photo Alex Frew McMillan on July 21, 2026

China tech stocks

The ‘national team’ has stepped into the markets to stem the slide in A shares, propping up stocks ahead of a memory-chip maker’s listing.

Taiwan Semi’s Higher Spending Is Spooking Markets. It Shouldn’t.

Avatar photo Alex Frew McMillan on July 16, 2026

TSMC

Here’s why the chip behemoth’s earnings should comfort semiconductor investors rather produce nervousness.

Chip Heavyweight Hynix Projected for $28 Billion Record IPO

Avatar photo Alex Frew McMillan on July 9, 2026

SK Hynix Chips

Shares in the Korean semiconductor firm are set to list on Friday and raise a record amount for a company based outside of the U.S.

Samsung’s Blowout Projections Trigger Selling and the Semi Top Could Be in

Avatar photo Alex Frew McMillan on July 7, 2026

Samsung logo and building

The world’s largest chipmaker seemed to trigger a surprising stock selloff.

Stunning South Korea Stock Shock Triggers Circuit Breaker as Semi Names Strike FOMO

Avatar photo Alex Frew McMillan on July 2, 2026

SK Hynix Chips

The Seoul market and select chipmakers around Asia saw wild volatility, but the chaos is highly sector-specific.

Asia’s Chip Stocks Set Records. Where Do We Go From Here?

Avatar photo Alex Frew McMillan on June 30, 2026

Artificial Intelligence image

The strong showing of East Asian equities stems from gains in memory stocks, as well as cheap currencies. What will the second half bring?

Korea’s ‘Black Tuesday’ Spills Over to Memory Makers Worldwide

Avatar photo Alex Frew McMillan on June 23, 2026

SK Hynix Chips

This year’s top-performing stock markets are today’s heaviest decliners. How close to an end of the chipmaker and AI bull market do we stand?

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