{
  "id": 3415015,
  "title": "Asian chip stocks rebound ahead of Nvidia earnings as AI trade faces key test",
  "url": "https://urgent.news/2026/08/26/asian-chip-stocks-rebound-ahead-of-nvidia-earnings-as-ai-trade-faces",
  "topic": "ai",
  "section": "AI",
  "published": "2026-08-26T03:10:32.000Z",
  "source": {
    "name": "Investing.com",
    "slug": "investing-com",
    "url": "https://www.investing.com/news/stock-market-news/asian-chip-stocks-rebound-ahead-of-nvidia-earnings-as-ai-trade-faces-key-test-4876225"
  },
  "original_language": "en",
  "account": "Asian technology and semiconductor stocks experienced a rebound on Wednesday as investors anticipated Nvidia's earnings, following a recent sharp drop in the AI sector. The KOSPI in South Korea rose 1.8%, while Japan's Nikkei 225 gained 0.9% and the TOPIX added 0.6%. China's CSI 300 climbed 1.2%, with the Shanghai Composite up 0.8% and Hong Kong's Hang Seng gaining 0.8%. This broader recovery in technology shares is expected ahead of Nvidia's results.\n\nThe surge in Asian chip stocks follows a period of intense pressure on the sector due to elevated Treasury yields making technology companies less attractive and profit-taking after an AI-driven rally. Nvidia's results, due on Wednesday, are a critical test of whether the AI trade can regain momentum or if concerns over stretched valuations and AI spending will persist. Analysts are expecting Nvidia to report around $92 billion in fiscal second-quarter revenue and $2.09 in adjusted EPS, with the upcoming quarter results playing a crucial role in shaping the broader AI trade outlook.\n\nSouth Korean memory stocks like SK Hynix and Samsung Electronics were among the biggest beneficiaries of Wednesday's rebound, rising 1.9% and 1.8% respectively. Both companies were heavily impacted by last week's semiconductor drop, but have since shown resilience. Their rally has also been fueled by aggressive shareholder-return measures, including SK Hynix's stock buyback and Samsung's plans for a larger dividend payout.\n\nMeanwhile, Japan's chip sector remained mixed, with LARGAN Precision surging nearly 10%, Sony gaining 1.5%, and Taiwan Semiconductor Manufacturing adding 0.2%. In contrast, Kioxia fell 2.2%, TDK slipped 0.4%, and Murata remained unchanged. China's technology stocks exhibited stronger breadth, with SMIC jumping 3.5%, Xiaomi rising 4.3%, Meituan gaining 2.5%, Tencent adding 1.5%, Alibaba climbing 1.8%, and AI-focused companies Cambricon and NAURA also advancing. Despite this recovery, investors remain vigilant to the risks that triggered the recent sell-off, including higher long-term borrowing costs and political resistance to the rapid expansion of AI data centers.",
  "summary": null,
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 2,
    "also_reported_by": [
      {
        "outlet": "MarketWatch",
        "title": "Options traders are betting on the quietest Nvidia earnings reaction in years. It could be an opportunity for AI bulls.",
        "url": "https://urgent.news/2026/08/25/options-traders-are-betting-on-the-quietest-nvidia-earnings-reaction",
        "published": "2026-08-25T20:07:00.000Z"
      }
    ]
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}