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Kospi Jumps on Chipmakers, US Ends Hormuz Blockade | Bloomberg Daybreak: Asia Edition, Sonic AI
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Kospi Jumps on Chipmakers, US Ends Hormuz Blockade | Bloomberg Daybreak: Asia Edition
Bloomberg Daybreak: Asia Edition
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Jun 19, 2026
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18:59
Kospi Jumps on Chipmakers, US Ends Hormuz Blockade | Bloomberg Daybreak: Asia Edition
From
Bloomberg Daybreak: Asia Edition
Doug Krizner
(Bloomberg market analyst and anchor for…, Bloomberg Daybreak: Asia Edition)
•
Haidi Stroud-Watts
(Host)
•
Lianting Tu
(Guest)
•
Jessie Moritz
(Guest)
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Executive Summary
A broad risk-on sentiment is driving record highs in the semiconductor sector, fueled by a Goldman Sachs "super cycle" forecast and significant AI-related capital expenditures from companies like SpaceX.
Geopolitical tensions in the tech sector are escalating, with the U.S.
expressing concern over China potentially acquiring advanced ASML chip-making tools, even as Chinese firms like Huawei claim breakthroughs in domestic production.
An interim US-Iran peace deal has temporarily de-escalated conflict in the Middle East, reopening the Strait of Hormuz to oil tanker traffic, though the deal's long-term stability remains fragile.
Asian markets, particularly in Japan and South Korea, are rallying on tech optimism, while the Japanese yen continues to weaken to multi-decade lows, prompting discussions of potential government intervention.
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