Geopolitics Alpha

SK hynix hosts first Partners Day in Japan to strengthen chip supply chain

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SK hynix hosts first Partners Day in Japan to strengthen chip supply chain

SK hynix brought together more than 20 Japanese semiconductor suppliers at its first Partners Day in Japan, seeking closer cooperation on advanced chip technolo

Directly affected

  • SKHY SK hynix

    Named in this report.

Indirectly affected

  • SMH VanEck Semiconductor ETF-12.3% 30d

    VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story.

  • SOXX iShares Semiconductor ETF-15.7% 30d

    iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story.

  • IYT iShares U.S. Transportation ETF

    iShares U.S. Transportation ETF: it holds transport and logistics firms. Linked by “supply chain” (transport and logistics) in this story.

  • EWJ iShares MSCI Japan ETF-0.2% 30d

    iShares MSCI Japan ETF holds stocks listed in Japan, which this story is about (“japan”).

  • TSM Taiwan Semiconductor Manufacturing-8.8% 30d

    Taiwan Semiconductor Manufacturing (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story.

  • ASML ASML Holding N.V+1.0% 18d

    ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story.

  • NVDA Nvidia-9.9% 30d

    Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story.

  • AVGO Broadcom-10.1% 30d

    Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
SKHY-4.40%+10.44%baseafter closeafter closeafter closeafter close
SMH+3.57%+8.65%baseafter closeafter closeafter closeafter close
SOXX+4.40%+10.71%baseafter closeafter closeafter closeafter close
IYTNo price data for this ticker———————
EWJNo price data for this ticker———————
TSM+4.53%+8.29%baseafter closeafter closeafter closeafter close
ASML+1.58%+6.31%baseafter closeafter closeafter closeafter close
NVDA+5.49%+5.17%baseafter closeafter closeafter closeafter close
AVGO+0.96%+7.89%baseafter closeafter closeafter closeafter close

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.

SK hynix hosts first Partners Day in Japan to strengthen chip supply chain The Korea Herald

Source: The Korea Herald

How far Vaneck Etf Trust (SMH) has moved since 1 Nov 2026

CompanyWhenMoveStatus
ASMLthree days earlier+6.31%final price
ASMLfive days earlier+1.58%final price
Broadcom (AVGO)three days earlier+7.89%final price
Broadcom (AVGO)five days earlier+0.96%final price
NVDAthree days earlier+5.17%final price
NVDAfive days earlier+5.49%final price
SKHYthree days earlier+10.44%final price
SKHYfive days earlier-4.40%final price
Vaneck Etf Trust (SMH)three days earlier+8.65%final price
Vaneck Etf Trust (SMH)five days earlier+3.57%final price
Ishares Tr (SOXX)three days earlier+10.71%final price
Ishares Tr (SOXX)five days earlier+4.40%final price
TSMthree days earlier+8.29%final price
TSMfive days earlier+4.53%final price

Congressional trades in the stocks in this story

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).

Vaneck Etf Trust (SMH) on one side of this semiconductors story

Companies mentioned with this story

  • SMH Vaneck Etf Trust

    For “SK hynix hosts first Partners Day in Japan to strengthen chip supply chain,” Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence. Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story

  • SOXX Ishares Tr

    For “SK hynix hosts first Partners Day in Japan to strengthen chip supply chain,” Ishares Tr (SOXX) is linked, with no stored direction, medium confidence. Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story

  • IYT Ishares Tr

    For “SK hynix hosts first Partners Day in Japan to strengthen chip supply chain,” Ishares Tr (IYT) is linked, with no stored direction, medium confidence. Reason on file: iShares U.S. Transportation ETF: it holds transport and logistics firms. Linked by “supply chain” (transport and logistics) in this story

  • EWJ Ishares

    Ishares (EWJ) is linked, with no stored direction, medium confidence in the 1 Nov 2026 story “SK hynix hosts first Partners Day in Japan to strengthen chip supply chain.” Reason on file: iShares MSCI Japan ETF holds stocks listed in Japan, which this story is about (“japan”)

  • UPS United Parcel Service

    For “SK hynix hosts first Partners Day in Japan to strengthen chip supply chain,” United Parcel Service (UPS) is linked, with no stored direction, medium confidence. Reason on file: United Parcel Service (trucking and courier services (no air)): freight and delivery firms move with trade volumes. Linked by “supply chain” (transport and logistics) in this story

  • AVGO Broadcom

    For “SK hynix hosts first Partners Day in Japan to strengthen chip supply chain,” 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 “chip” (semiconductors) in this story

  • FDX Fedex

    Fedex (FDX) is linked, with no stored direction, medium confidence in the 1 Nov 2026 story “SK hynix hosts first Partners Day in Japan to strengthen chip supply chain.” Reason on file: FedEx (air courier services): freight and delivery firms move with trade volumes. Linked by “supply chain” (transport and logistics) in this story

  • UNP Union Pacific

    For “SK hynix hosts first Partners Day in Japan to strengthen chip supply chain,” Union Pacific (UNP) is linked, with no stored direction, medium confidence. Reason on file: Union Pacific (railroads, line-haul operating): freight and delivery firms move with trade volumes. Linked by “supply chain” (transport and logistics) in this story

Vaneck Etf Trust (SMH) and the semiconductors link

On 1 Nov 2026, “SK hynix hosts first Partners Day in Japan to strengthen chip supply chain” is the story that connects Vaneck Etf Trust (SMH) to Semiconductors.

What ties Vaneck Etf Trust (SMH) to the headline is this: VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story

Also listed, Ishares Tr (SOXX): iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story

The price range for Vaneck Etf Trust (SMH), and the dates in the story

SMH traded between 511.68 and 639.33 across 20 sessions. The latest close on file is 522.89. SOXX traded between 460.13 and 596.35 across 20 sessions. The latest close on file is 471.44.

A simple score for Vaneck Etf Trust (SMH)

46 out of 100

“SK hynix hosts first Partners Day in Japan to strengthen chip supply chain” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.