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A significant piece of news regarding semiconductors between China and the US has ignited the market! Japanese chip stocks have surged in response. What is going on?
Bloomberg reported that the usa government’s restrictions on selling chip equipment and ai memory semiconductors to china are lighter than expected. After the news broke, shares of chip manufacturing equipment maker tokyo electron ltd. unsponsored adr jumped 10%, marking the largest increase since August last year, while fellow semiconductor equipment manufacturer Kokusai Electric corp. surged 23%.
VanEck Semiconductor ETF Options Spot-On: On November 27th, 109.99K Contracts Were Traded, With 846.61K Open Interest
On November 27th ET, $VanEck Semiconductor ETF(SMH.US)$ had active options trading, with a total trading volume of 109.99K options for the day, of which put options accounted for 69.52% of the total
"Trump 2.0" deters the global? South Korea plans to increase support for chip companies and introduce $10 billion low-interest loans next year.
① South Korea plans to increase financial support for domestic chip manufacturers next year to address the challenges posed by the 'Trump 2.0' policy and competitors like China; ② The South Korean Ministry of Finance stated that low-interest loans will reach 14.3 trillion won (approximately 10.2 billion USD) next year to support new chip park enterprises and others.
VanEck Semiconductor ETF Options Spot-On: On November 26th, 69,949 Contracts Were Traded, With 829.45K Open Interest
On November 26th ET, $VanEck Semiconductor ETF(SMH.US)$ had active options trading, with a total trading volume of 69,949 options for the day, of which put options accounted for 52.49% of the total
Trump reshapes the technology industry investment: chip stocks are abandoned, software stocks are sought after.
Wall Street is withdrawing from the chip industry due to high valuations and the trade war-related risks during the Trump administration.
Only 3 Out of 11 Sectors Were Net Bought Last Week – the Largest Notional Short Selling in 5+ Years