Kospi jumps 6% as Asia's battered semiconductor trade rebounds

Asian stocks rallied on Wednesday as investors returned to semiconductor shares after a bruising sell-off, taking their cue from a Wall Street rebound even as Brent crude pushed further above $91 a barrel. MSCI's Asia-Pacific gauge outside Japan gained 1.2%, while South Korea's Kospi surged more than 6% and Japan's Nikkei 225 climbed 1.9%.

Invezz • Jul 22, 2026

SPY, QQQ And SOXL Power ETF Trading To New Record

ETF volume hit an all-time high of 27.6%, according to IEX's latest data. That's up sharply from the high teens and low 20s that prevailed for much of the past decade.

Benzinga • Jul 22, 2026

The chip sector's recent calm is masking a turbulent outlook in the options market

Relatively high volatility readings for chips warn there could be further downside — and that it's not yet worth the risk to buy the dip.

Market Watch • Jul 22, 2026

China considers tighter export controls on AI models and chips, FT reports

Chinese regulators are considering ​tightening export controls ‌on AI and semiconductor technologies, the ​Financial Times ​reported on Tuesday.

Reuters • Jul 21, 2026

Don't Give Up on AI Chips Yet, Says JoAnne Feeney

The recent selloff in AI stocks has sparked fresh debate over whether more efficient models will reduce demand for chips and data centers. Advisers Capital Management's JoAnne Feeney explains why she still sees long-term opportunities in AI infrastructure and why she's more cautious on memory stocks like Micron.

Bloomberg Technology • Jul 21, 2026

Chip Stocks Shrug Off Chinese AI Worries

Chip stocks rose. The PHLX Semiconductor Sector Index ended more than 5% higher, clawing back some of its recent losses. Chip maker Intel was a standout, rising 8.6% ahead of its earnings report Thursday.

WSJ • Jul 21, 2026

Chipmakers head for big profit gains, but will it be enough?

Chipmakers are in focus on Wall Street, with their shares turning mercurial this month and investors banking on a few dozen newly valuable companies to ​deliver nearly half of S&P 500 profit growth for the second quarter.

Reuters • Jul 20, 2026

From South Korea to Semiconductors: Last Week's Top ETF Inflows

The ETF market saw inflows shift notably this past week, as investors funneled capital toward international valuation gaps and domestic large-cap equities. This, coupled with aggressive buying in the semiconductor sector amid a market drawdown, highlights continued investor appetite for growth despite broader market fluctuations.

ETF Trends • Jul 20, 2026

AI-Driven Chip Rally Hits a Speed Bump: Buy the Dip in ETFs?

AI chip stocks hit a sharp correction, but strong earnings and AI demand suggest the pullback may be a dip-buying opportunity for semiconductor ETFs.

Zacks Investment Research • Jul 20, 2026

Is an opportunity to buy chip stocks nearing? These two big Wall Street banks are divided.

JPMorgan says a summer buying opportunity is coming for chip stocks, but Morgan Stanley says the sector is in for a hard remainder of 2026.

Market Watch • Jul 20, 2026