tokyo stocks mixed as investors await key us inflation data

2025-07-15 general

tokyo, Tuesday, 15 July 2025.
mixed trading hit the tokyo stock exchange today. export stocks rose, but semiconductor stocks faced pressure. the nikkei average saw an initial boost from gains in the u.s. market and a weaker yen. all eyes are on the u.s. consumer price index release. investors are hesitant. the wait-and-see approach is impacting market sentiment. the u.s. cpi data is expected later today. this could shift the landscape for major players like tsmc.

market overview

The tokyo stock exchange (tse) saw mixed trading at the start of the day [4]. The nikkei average initially rose by approximately 50 yen, reaching the 39,500 yen level [1]. This uptick was supported by gains in the u.s. stock market and a weaker yen [1]. Export-related stocks saw early gains [1]. Conversely, semiconductor-related stocks faced selling pressure [1]. The broader tokyo stock price index (topix) showed a rebound [1].

cpi anticipation

Investors are proceeding cautiously as they await the release of the u.s. consumer price index (cpi) for june [1][3]. This key economic indicator is expected to influence market direction [1]. Profit-taking sales have emerged ahead of the cpi release [1]. This is contributing to a lack of clear market direction [1]. The yen’s exchange rate against the dollar is at ¥147 [1][3]. This favors buying in automobile stocks like toyota [1].

semiconductor sector

Semiconductor stocks are under pressure [1]. Shares of tokyo electron and advantest are being sold [1]. Morgan stanley has upgraded its rating for the greater china semiconductor industry from ‘equal weight’ to ‘attractive’ [7]. This upgrade is based on strong ai demand [7]. They anticipate valuations in the greater china region to catch up with those in the u.s. [7]. Demand for cloud ai semiconductors is expected to grow by 30%–40% [7].

individual stock movements

fast retailing, nintendo, and fujikura are rising [1]. fanuc, itochu, and daikin are declining [1]. on july 14, 2025, several semiconductor stocks experienced price changes [8]. 華虹半導體 (huahong semiconductor, 01347) decreased by -0.565% to close at 35.200 [8]. 上海復旦 (shanghai fudan, 01385) decreased by -1.136% to close at 26.100 [8]. 貝克微 (baker micro, 02149) decreased by -2.126% to close at 57.550 [8]. 芯智控股 (achi holdings, 02166) increased by +0.592% to close at 1.700 [8].

additional stock movements

英諾賽科 (innoscience, 02577) increased by +0.271% to close at 37.000 [8]. 晶門半導體 (solomon systech, 02878) increased by +1.111% to close at 0.455 [8]. 宏光半導體 (macro-link, 06908) increased by +1.786% to close at 0.570 [8]. these fluctuations reflect the mixed sentiment surrounding the semiconductor industry amid broader market uncertainties [1][8].

Bronnen

semiconductors stock market