Business · Markets · 3 hrs ago
Nikkei expected to fall as US chip stocks slide and TSMC reports
Japan's Nikkei is expected to fall again on Thursday after US semiconductor shares dropped.
US inflation data came in higher than expected, briefly pushing up long-term interest rates.
Investors worried that higher borrowing costs could limit AI investment, weighing on chip-related shares.
That concern may lead to selling in high-priced AI and semiconductor stocks in Tokyo.
The Nikkei closed Wednesday at 67,744, and 66,300 was seen as a possible lower level, about 1,400 points below that close.
TSMC is due to announce its earnings on Thursday, as investors watch the chip sector.
Japan’s Nikkei 225 was expected to fall for a second straight session on October 15.
A decline in US semiconductor shares was expected to weigh on Japanese AI and chip stocks.
The forecast put the index’s potential low near 66,300, about 1,400 points below its previous close.
US shares fell on October 14 after an inflation indicator came in higher than expected and long-term interest rates rose temporarily.
Taiwan Semiconductor Manufacturing Co. was due to report results on October 15.
- Who
- The Nikkei 225 and Japanese AI and semiconductor stocks.
- What
- The Nikkei was expected to fall for a second straight session.
- When
- October 15, 2026.
- Where
- Tokyo’s stock market.
- Why
- US semiconductor shares fell after an inflation indicator exceeded expectations, raising concerns that high interest rates could constrain AI investment.
This story does not have two clearly opposing sides.
An inflation indicator in the US came in higher than expected, and long-term interest rates rose temporarily.
US semiconductor-related shares fell broadly amid concerns that high interest rates could constrain AI investment.
Tokyo’s market was expected to open with selling pressure on AI and semiconductor stocks, while TSMC was due to report results.
- Previous Nikkei close
- 67,744
- Potential low
- About 66,300
- Estimated decline to potential low
- About 1,400 points
- US market session
- October 14, 2026
- TSMC results
- Due October 15