tokyo stock market jumps as us tech rallies, ai chips lead the charge

2025-06-11 general

tokyo, Wednesday, 11 June 2025.
tokyo stocks surged on wednesday, june 11, 2025, mirroring gains in us tech, particularly semiconductor firms. the nikkei initially climbed over 300 yen as high-priced chip stocks soared. this rally reflects the philadelphia semiconductor index’s (sox) outperformance against the ‘magnificent seven’, signaling a robust recovery in ai semiconductor demand. optimism is fueled by expectations of easing us-china trade tensions, though concerns about potential negotiation challenges persist. the question is, can this rally continue?

market overview

The Nikkei average began the day continuing its upward trend, trading in the upper 38,400 yen range, approximately 270 yen higher than the previous day [1]. At one point, the increase exceeded 300 yen [1]. This surge was spurred by the previous day’s gains in us high-tech stocks, leading to increased buying in high-priced semiconductor-related stocks in the tokyo market [1]. The tokyo stock price index (topix) also saw continued gains [1].

us market influence

The dow jones industrial average rebounded in the us market the previous day, reaching its highest level since early march [1]. The nasdaq composite index, which has a high ratio of tech stocks, also rose [1]. The philadelphia semiconductor index (sox) increased by approximately 2% [1]. This us market performance is directly influencing investor behavior in tokyo, particularly regarding semiconductor stocks [1].

semiconductor stock performance

In the tokyo market, semiconductor-related stocks such as tokyo electron and advantest experienced early buying [1]. This mirrors the broader trend where semiconductor stocks are demonstrating significant recovery, outperforming even the ‘magnificent seven’ tech giants [3]. This recovery signals strong demand in the ai semiconductor sector, making these stocks attractive to investors [3][4].

us-china trade talks impact

Investor sentiment has been positively influenced by news that us and china trade negotiators reached an agreement on a framework to ease tensions during talks in london on june 10 [1]. Major media outlets, including the wall street journal, have reported on this development [1]. This perceived progress in us-china relations is contributing to the positive market momentum [1]. Market analysts suggest that expectations of progress in us-china trade talks are providing support, preventing significant drops in stock prices [6].

individual stock movements

softbank group, tdk, and otsuka holdings are among the stocks that have experienced gains [1]. Conversely, nintendo, konami group, and tokyo marine are facing declines [1]. These individual stock movements reflect a mixed market response, with some sectors benefiting more from the current trends than others [1]. Investors are closely watching these individual performances to gauge overall market health and potential investment opportunities [GPT].

expert opinion and market outlook

Market participants note that buying orders have become prevalent, particularly in semiconductor-related stocks, due to reduced concerns about a potential slowdown in the us economy [5]. However, there is a cautious approach towards export-related stocks such as automobiles, as investors await clarity on us-japan tariff negotiations [5]. Reuters reports that the nikkei average is expected to fluctuate, supported by gains in us semiconductor stocks and a weaker yen, but active trading may be limited as investors assess the us-china trade discussions [6].

nvidia’s performance

Nvidia (nvda) on the nasdaq showed a positive movement, with its price increasing by $1.33, a 0.932 of 0.93%, reaching $143.96 as of june 10 [7]. After-market trading saw a slight decrease of $0.19, or a 0.132 of -0.13%, to $143.77 [7]. Nvidia’s performance underscores the strong interest in semiconductor companies, especially those involved in data centers and gaming [7].

Bronnen

nikkei average semiconductor stocks