Asia week ahead: RBA rate hike, data from China, Taiwan, Japan, Korea
Published . Updated .
This report is about semiconductors and defense.
Directly affected
- No company is named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF+1.3% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “taiwan” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF+0.5% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “taiwan” (semiconductors) in this story.
- ITA iShares U.S. Aerospace & Defense ETF-2.9% 30d
iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “taiwan” (defense) in this story.
- AAXJ iShares MSCI All Country Asia ex Japan ETF-9.0% 17d
iShares MSCI All Country Asia ex Japan ETF holds stocks listed in Asia, which this story is about (“asia”).
- EWA iShares MSCI Australia ETF+2.2% 30d
iShares MSCI Australia ETF holds stocks listed in Australia, which this story is about (“rba”).
- TSM Taiwan Semiconductor Manufacturing+2.2% 30d
Taiwan Semiconductor Manufacturing (semiconductors and related devices, with business in Taiwan): chip demand, export rules and supply drive chipmakers' shares. Linked by “taiwan” (semiconductors) in this story.
- AVGO Broadcom+1.3% 30d
Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “taiwan” (semiconductors) in this story.
- SKHY SK hynix
SK hynix (semiconductors and related devices, with business in South Korea): chip demand, export rules and supply drive chipmakers' shares. Linked by “taiwan” (semiconductors) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| SMH | -6.13% | -0.69% | base | after close | after close | after close | after close |
| SOXXNo price data for this ticker | — | — | — | — | — | — | — |
| ITANo price data for this ticker | — | — | — | — | — | — | — |
| AAXJNo price data for this ticker | — | — | — | — | — | — | — |
| EWANo price data for this ticker | — | — | — | — | — | — | — |
| TSM | -3.07% | +1.22% | base | after close | after close | after close | after close |
| AVGO | -6.76% | -0.76% | base | after close | after close | after close | after close |
| SKHYNo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Market Call
Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.
Asia week ahead: RBA rate hike, data from China, Taiwan, Japan, Korea ing think
Source: ing think
Vaneck Etf Trust (SMH) since this story, compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| Broadcom (AVGO) | three days earlier | -0.76% | final price |
| Broadcom (AVGO) | five days earlier | -6.76% | final price |
| Vaneck Etf Trust (SMH) | three days earlier | -0.69% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | -6.13% | final price |
| Taiwan Semiconductor Manufacturing (TSM) | three days earlier | +1.22% | final price |
| Taiwan Semiconductor Manufacturing (TSM) | five days earlier | -3.07% | final price |
Congressional trades in the stocks in this story
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 21 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 22 Sep 2026. That is 38 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Taiwan Semiconductor Manufacturing (TSM) (held by a spouse), worth $1,001 - $15,000 on 25 Aug 2026. That is 66 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 35 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a dependent child), worth $15,001 - $50,000 on 23 Sep 2026. That is 37 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Broadcom (AVGO), worth $1,001 - $15,000 on 16 Sep 2026. That is 44 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought SK hynix (SKHY), worth $1,001 - $15,000 on 7 Aug 2026. That is 84 days before publication. Filed 10 Sep 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Vaneck Etf Trust (SMH)
Companies carried with this story
- SMH Vaneck Etf Trust
In “Asia week ahead: RBA rate hike, data from China, Taiwan, Japan, Korea,” Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence. Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “taiwan” (semiconductors) in this story
- SOXX Ishares Tr
In “Asia week ahead: RBA rate hike, data from China, Taiwan, Japan, Korea,” Ishares Tr (SOXX) is linked, with no stored direction, medium confidence. Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “taiwan” (semiconductors) in this story
- ITA IShares U.S. Aerospace & Defense ETF
For “Asia week ahead: RBA rate hike, data from China, Taiwan, Japan, Korea,” IShares U.S. Aerospace & Defense ETF (ITA) is linked, with no stored direction, medium confidence. Reason on file: iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “taiwan” (defense) in this story
- AAXJ Ishares Msci Asia Ex-Japan
In “Asia week ahead: RBA rate hike, data from China, Taiwan, Japan, Korea,” Ishares Msci Asia Ex-Japan (AAXJ) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI All Country Asia ex Japan ETF holds stocks listed in Asia, which this story is about (“asia”)
- EWA Ishares Inc Msci Australia Etf
In “Asia week ahead: RBA rate hike, data from China, Taiwan, Japan, Korea,” Ishares Inc Msci Australia Etf (EWA) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI Australia ETF holds stocks listed in Australia, which this story is about (“rba”)
- TSM Taiwan Semiconductor Manufacturing
Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence in the 30 Oct 2026 story “Asia week ahead: RBA rate hike, data from China, Taiwan, Japan, Korea.” Reason on file: Taiwan Semiconductor Manufacturing (semiconductors and related devices, with business in Taiwan): chip demand, export rules and supply drive chipmakers' shares. Linked by “taiwan” (semiconductors) in this story
- AVGO Broadcom
In “Asia week ahead: RBA rate hike, data from China, Taiwan, Japan, Korea,” Broadcom (AVGO) is linked, with no stored direction, medium confidence. Reason on file: Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “taiwan” (semiconductors) in this story
Vaneck Etf Trust (SMH)
The 30 Oct 2026 story “Asia week ahead: RBA rate hike, data from China, Taiwan, Japan, Korea” names Vaneck Etf Trust (SMH) because of this story.
What ties Vaneck Etf Trust (SMH) to the headline is this: VanEck Semiconductor ETF: it holds chipmakers. Linked by “taiwan” (semiconductors) in this story
Ishares Tr (SOXX) is here too. Its reason reads: iShares Semiconductor ETF: it holds chipmakers. Linked by “taiwan” (semiconductors) in this story
Dates and price levels for Vaneck Etf Trust (SMH)
ITA traded between 197.59 and 211.29 across 20 sessions. The latest close on file is 207.62. SMH traded between 520.59 and 639.33 across 20 sessions. The latest close on file is 568.02. SOXX traded between 472.27 and 596.41 across 20 sessions. The latest close on file is 521.94.
A simple score for Vaneck Etf Trust (SMH)
46 out of 100
“Asia week ahead: RBA rate hike, data from China, Taiwan, Japan, Korea” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.