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Asian Tech Stocks Set for Lift as Micron Forecast Revives AI Chip Optimism

Hong Kong, 25 June 2026 – Asian technology and semiconductor stocks are set for renewed investor attention after Micron Technology delivered a stronger-than-expected forecast, helping revive confidence in the artificial intelligence chip trade following a volatile global market selloff.

The positive signal from Micron came at a crucial moment for Asian markets, where investors have been reassessing exposure to chipmakers, data-centre suppliers and AI-linked hardware companies after sharp swings in technology shares. The US memory-chip maker’s upbeat outlook helped ease concerns that the AI trade had become too crowded or that semiconductor earnings might struggle to keep pace with elevated valuations.

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Author

  • Rebecca Hsu is a Senior Economist and Lead Analyst for The Ledger Asia, focusing on the rapidly evolving financial landscapes of East and Southeast Asia. With a background in sovereign risk assessment and emerging market trends, Rebecca provides sharp commentary on trade dynamics, monetary policy, and the digital economy's impact on regional growth.

    Formerly a strategic advisor for major financial institutions in Hong Kong, she excels at translating complex macroeconomic shifts into actionable insights for investors and policymakers. Her work at The Ledger Asia centers on China’s economic transition and the burgeoning manufacturing hubs of ASEAN, ensuring readers stay ahead of Asia’s shifting financial tides.

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