Asian stock markets are expected to start trading with a stronger performance after shares of chipmakers in the United States jumped and revived investor sentiment. Market News
Stock index futures in Japan, South Korea and Hong Kong all pointed to positive openings.
On Wall Street, the S&P 500 index rose 0.8%, while the technology-heavy Nasdaq 100 jumped 1.6%, driven by a sharp rise in semiconductor stocks.
Investor confidence has returned to increase as concerns about the chip sector that occurred earlier began to subside.
One of the main factors was the announcement by Micron Technology that it plans to increase investment to US$250 billion to build new factories in the United States to meet demand for artificial intelligence (AI)-related chips.
The move further reinforced expectations that demand for AI technology is still growing and continues to be a key driver of the market.
Meanwhile, South Korean chipmaker SK Hynix is also in the spotlight as its US listing is expected to be one of the largest ever by a foreign company.
This development shows that global investors still have high confidence in companies involved in the development of AI technology.
Meanwhile, crude oil prices continued to fall after investors saw that the conflict between the United States and Iran did not affect energy supplies on a large scale.
This helped reduce concerns about inflation and provided some relief to financial markets.
However, analysts believe that market performance in the coming months will still depend largely on companies' financial results. Companies will not only need to record good profits, but also need to show that profit margins remain strong and business prospects are still positive.
In the second half of 2026, AI is expected to continue to be the main theme of the market, but investors are now paying more attention to companies that can actually generate profits from AI investments, rather than just spending big on the technology.
