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Asia’s Response to ‘Nvidia Effect’ May Surprise You

Avatar photo Alex Frew McMillan on August 27, 2026

TSMC chip

It has been a scary summer of moves in either direction for Asia’s chip sector and the reaction to Nvidia’s guidance may come as a shock.

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.

What Can We Expect as Asia’s Largest Company Readies Earnings?

Avatar photo Alex Frew McMillan on July 14, 2026

TSMC fab

Chip-foundry market leader TSMC already gave impressive June sales numbers, but there’s plenty riding on guidance for the rest of the year.

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.

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?

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.

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