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Analysts back NVIDIA's massive AI push in Japan, predicting NVDA will center the country's emerging sovereign AI ecosystem.
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The iShares Semiconductor ETF is on a nine-session losing run unseen since May 2006, as the KOSPI posts its worst week since 2008, optical names suffer dot-com-era drops and Bank of America sees a Cisco echo.
ASML, the Dutch semiconductor equipment maker, is identified as the true bottleneck in AI chip production. As the sole producer of high-end EUV lithography systems essential for manufacturing advanced AI chips, ASML has no competitors and significant pricing power. The company expects 35-38% revenue growth for 2026 with expanding EPS, driven by surging demand for its EUV systems from foundries like TSMC, Samsung, and Intel.
Nvidia's stock dropped 4% (losing $200 billion in market value) after OpenAI disclosed a $50 billion revenue run rate, $18 billion below market expectations. The miss raised concerns about AI demand growth and its impact on chip sales. Despite the decline, analysts view Nvidia as attractively priced at less than 14x forward earnings, with strong 70% guidance for fiscal 2028, suggesting the sell-off may present a buying opportunity.
Super Micro stock drops 9.6% as former Western Digital exec Mark Long takes over as CFO while the company addresses internal accounting and export-control scrutiny.
https://www.bloomberg.com/news/articles/2026-10-16/softbank-is-said-to-weigh-buying-largest-us-security-firm-allied
SK Hynix lost 31% in seven sessions, its worst drop since 2008, as SOXX extended a seven-day slide. Chip valuations sit near multi-year lows.