We don’t support this browser anymore.
This means our website may not look and work as you would expect. Read more about browsers and how to update them here.

Asia report: Chip rally boosts Japan and Seoul, but other markets mixed

Mon 07 September 2026 09:20 | A A A

No recommendation

No news or research item is a personal recommendation to deal. Hargreaves Lansdown may not share ShareCast's (powered by Digital Look) views.

Market latest

FTSE 100 | FTSE 250 | Paris CAC 40 | Dow Jones | NASDAQ

10819.24 | Negative 11.85 (0.11%)
Graph

Prices delayed by at least 15 minutes

(Sharecast News) - Asian stock markets finished mixed on Monday, though strong gains in the chip sector saw indices in Tokyo and Seoul outperform.

The Nikkei 225 rose 2.1% while the KOSPI surged 4.6%, with both benchmarks helped by their heavy exposure to the semiconductor and AI sectors, following strong gains from US chip stocks the previous session.

"Following mixed fortunes across the main Asian equity markets, UK stocks made a lacklustre start to the trading week," said Dan Coatsworth, head of markets at AJ Bell.

"Many of the headlines from the dominant AI theme remain positive, and that supported gains for South Korean stocks, but investors are having to contend with the potential for an interest rate hike at the US Federal Reserve's meeting later this month. Friday's much stronger-than-expected US jobs numbers pushed market pricing on an increase in interest rates to a 58%-60% probability."

Stocks in Tokyo were also given a boost by the latest 'Coincident Index', a key indicator tracking economic activity, which hit its highest since 2018 in July. The Cabinet Office gauge rose to 120.6 from 118.9 in June, indicating a solid expansion in activity.

In commodity markets, Brent crude was up 0.6% at $96.80 a barrel shortly after Asian markets closed as ongoing conflict between the US and Iran raised supply fears.

According to a Bloomberg interview with Goldman Sachs' co-head of global commodities research, Daan Struyven, Brent could hit $120 if shipping disruptions "broaden and intensify".

Elsewhere, the Shanghai Composite edged 0.1% higher, while the Hang Seng dropped 0.9%, the Sensex fell 0.6% and the STI slipped 0.2%.

In equity movements, Japan's SoftBank was a high riser, with the tech-focused investment giant benefiting from the recent surge in chip stocks, particularly its exposure to American outfit Arm Holdings.

Similarly, South Korean semiconductor and memory groups SK Hynix and Samsung Electronics performed well, alongside Japan's Tokyo Electron and Lasertec.

Meanwhile, Hong Kong-listed consumer electronics manufacturer Xiaomi was under pressure aftter competitor Huawei launched its Mate XT2 tri-fold smartphone.

    Daily market update emails

    • FTSE 100 riser and faller updates
    • Breaking market news, plus the latest share research, tips and broker comments

    Register now for free market updates

    The value of investments can go down in value as well as up, so you could get back less than you invest. It is therefore important that you understand the risks and commitments. This website is not personal advice based on your circumstances. So you can make informed decisions for yourself we aim to provide you with the best information, best service and best prices. If you are unsure about the suitability of an investment please contact us for advice.


    More stock market reports from ShareCast

    Latest economy and stock market articles