neutral
7 days agoAsian Tech Heavy Indices Push Higher As Semiconductor Momentum Drives Fresh Regional Peaks
Asian equity sentiment remained mixed, yet Japan’s Nikkei and Taiwan’s TAIEX continued advancing to fresh all-time highs as semiconductor and AI hardware capital expenditure cycles remained the dominant thesis. Investors rotated selectively towards chip value chains following stronger server GPU order signals from hyperscale cloud platforms and sovereign AI infrastructure announcements across APAC. Broader Asia however stayed uneven as China macro remains uncertain and fund flows into Korea, Singapore and Hong Kong remain volatile. Tech leadership remains central to APAC narrative as fund managers prioritize AI ecosystem adjacency exposure ahead of Q4 earnings detail flow.
Reuters• By Sneha Pathak
Explore:High Return Equity Mutual Fund
neutral
7 days agoAsian Tech Heavy Indices Push Higher As Semiconductor Momentum Drives Fresh Regional Peaks
Asian equity sentiment remained mixed, yet Japan’s Nikkei and Taiwan’s TAIEX continued advancing to fresh all-time highs as semiconductor and AI hardware capital expenditure cycles remained the dominant thesis. Investors rotated selectively towards chip value chains following stronger server GPU order signals from hyperscale cloud platforms and sovereign AI infrastructure announcements across APAC. Broader Asia however stayed uneven as China macro remains uncertain and fund flows into Korea, Singapore and Hong Kong remain volatile. Tech leadership remains central to APAC narrative as fund managers prioritize AI ecosystem adjacency exposure ahead of Q4 earnings detail flow.
Reuters• By Sneha Pathak
Explore:High Return Equity Mutual Fund
8 days ago
1 min read
95 words
Asian markets traded unevenly but Japan and Taiwan hit record peaks driven by semiconductor and AI hardware optimism, while macro softness elsewhere in Asia constrained broader sustained momentum.
Asian equity sentiment remained mixed, yet Japan’s Nikkei and Taiwan’s TAIEX continued advancing to fresh all-time highs as semiconductor and AI hardware capital expenditure cycles remained the dominant thesis. Investors rotated selectively towards chip value chains following stronger server GPU order signals from hyperscale cloud platforms and sovereign AI infrastructure announcements across APAC. Broader Asia however stayed uneven as China macro remains uncertain and fund flows into Korea, Singapore and Hong Kong remain volatile. Tech leadership remains central to APAC narrative as fund managers prioritize AI ecosystem adjacency exposure ahead of Q4 earnings detail flow.
Asian equity sentiment remained mixed, yet Japan’s Nikkei and Taiwan’s TAIEX continued advancing to fresh all-time highs as semiconductor and AI hardware capital expenditure cycles remained the dominant thesis. Investors rotated selectively towards chip value chains following stronger server GPU order signals from hyperscale cloud platforms and sovereign AI infrastructure announcements across APAC. Broader Asia however stayed uneven as China macro remains uncertain and fund flows into Korea, Singapore and Hong Kong remain volatile. Tech leadership remains central to APAC narrative as fund managers prioritize AI ecosystem adjacency exposure ahead of Q4 earnings detail flow.
Tags:
nikkei
taiex
nikkei
taiex
asia markets
semiconductors
ai hardware
Nov 4, 2025 • 05:20 IST