Pacific Tape Asia-Pacific chip stocks, explained for investors overseas
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Chips +1.36% Memory +0.06% Samsung Elec. −1.16%SK hynix −0.16%TSMC(Oct 22) −1.45%Kioxia −1.61%Micron +2.98%Nvidia +2.39%Broadcom +2.33% USD/KRW 1,323.1 −0.11%USD/JPY 156.9 +0.25%USD/TWD 32.58 −0.09%

Market Map

SOX on Oct 26: +2.81%

From the BlogNAND Outlook Up, Shares Down: Sandisk and Kioxia Report October 29-30

On Oct 26, 2026 the PHLX Semiconductor Sector Index moved +2.81%, weighting each stock as the index does (the largest three capped at 12, 10 and 8%, the rest at 4%): 30 stocks rose, 0 fell and 0 were unchanged. The largest group move was Integrated (IDM), +4.24% across 8 stocks.

Biggest rises, Oct 26

  1. Tower Semiconductor+6.68%
  2. Arm Holdings+6.19%
  3. Coherent+5.83%
  4. Texas Instruments+4.72%
  5. NXP Semiconductors+4.64%

Biggest falls, Oct 26

  1. Teradyne+0.05%
  2. Astera Labs+0.91%
  3. SiTime+0.97%
  4. ASML Holding+1.22%
  5. GlobalFoundries+1.37%

How to read this map

Size
Market value at each market’s latest close, or at the latest update while that market is open. On the semiconductor maps you can also size boxes by the square root of market value, or compare only within a group.
Color
The move over the period you pick: green up, red down, gray flat. Every number carries + or −.
Updates
About every 15 minutes while a market is open (Japan and Taiwan 20 minutes delayed); each market keeps its closing prices after it closes.
Data
KRX closing-auction prices (adjusted) and Korea Exchange statistics (한국거래소 통계정보) via KRX Open API (earlier closes); Taiwan Stock Exchange (TWSE OpenAPI); Tokyo Stock Exchange closing prices; US regular-session closes (S&P 500, Nasdaq-100, Dow Jones Industrial Average and PHLX Semiconductor Sector Index members, GICS sectors, shares outstanding from SEC filings); FX: Bank of Korea ECOS. Summary above as of 2026-10-26 close.

Method and notes ↓

More to readAll articles →

Explainers SOXX vs SMH vs SOXQ: How Three Semiconductor ETFs Differ Three US funds hold baskets of chip stocks, and their names sound alike. They follow three different indexes with different rules, so they hold different weights of Nvidia, TSMC and SK hynix and do not move in lockstep. Here is how each one is built, using the sponsors' own documents. Explainers How a Stock Gets Into the S&P 500 and the Nasdaq-100 Joining the S&P 500 or the Nasdaq-100 puts a company into funds worth trillions of dollars, so the changes are watched closely. The two indexes choose members in very different ways. Here is how each one decides, when the changes are announced and take effect, and what that means for Asian chipmakers. Explainers Dow, S&P 500 and Nasdaq: What Each US Stock Index Measures Three numbers sum up the US session that ends before dawn in Asia, and they often disagree. Each one picks different companies and weighs them a different way. Here is how each is built, where Nvidia, Micron, TSMC and SK hynix fit, and how far apart the three moved in 2026.

Method

Boxes are grouped by role in the chip supply chain and sized by market value at the latest close. Moves use US regular-session closing prices, adjusted for splits. During the New York session, today’s prices are the latest trades, updated about every 15 minutes; the closing prices replace them after the close. Market value uses the shares outstanding in each company’s latest SEC filing. Every period uses today’s index members, so a stock that joined recently is shown as n/a for periods that start before it listed. The 30 stocks are the members of the PHLX Semiconductor Sector Index (SOX, Nasdaq): the 30 largest US-listed chip companies, including the US shares of TSMC, ASML and Arm. The index caps its weights - the largest three at 12%, 10% and 8%, every other member at 4% - so the move shown for the whole map applies those caps at the start of each session. It follows the index closely but is not the official index value; SOXQ is the ETF that tracks it. The boxes are not capped: each shows the company’s whole market value, TSMC’s at its US share price.

The Philadelphia Semiconductor Index (SOX) and Why Asia Watches It →

The size-weighted move weights each stock by its market value at the start of the period, so it is the return of holding every box on the map in proportion to its size.

A map shows what moved, not why. Nothing here is a recommendation to buy or sell.

Pictures first, short explanations after. Nothing here is a recommendation to buy or sell.