Global Chip Demand Drives Japan and South Korea Stocks

Japanese and South Korean markets lead global gains as semiconductor demand fuels a tech rally. Falling oil prices and peace hopes further support the advance.

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Japan and South Korea equity markets surged as the global semiconductor boom drove the Nikkei index up 6%. Tokyo's 25% year-to-date gain outpaces the S&P 500's 8% rise, though it trails Seoul's 75% tech-led rally. Investors are shifting capital to Asian hardware manufacturers as the artificial intelligence infrastructure trade expands beyond American software giants.

Asian Hardware Dominates the AI Trade

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