Top Japanese Chip Stocks to Watch Going Into Q3 Earnings, According to Bernstein
Published . Updated .
Covered by 2 outlets: Yahoo Finance, Investing.com.
Who covered it: Center 2. How we rate outlets
Investing.com-- Bernstein outlined its top picks among Japanese semiconductor stocks going into the September-quarter earnings season, with positioning calls ranging from strong buys to market-perform ratings based on quarterly earnings expectations and guidance outlooks.
Directly affected
- No company is named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF-0.1% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-1.3% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) 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 (“japanese”).
- TSM Taiwan Semiconductor Manufacturing+2.6% 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-10.0% 30d
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+1.8% 30d
Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story.
- AVGO Broadcom-3.0% 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
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| SMH | +0.83% | -3.38% | base | after close | after close | after close | after close |
| SOXX | +1.63% | -3.37% | base | after close | after close | after close | after close |
| EWJNo price data for this ticker | — | — | — | — | — | — | — |
| TSM | +0.19% | -2.85% | base | after close | after close | after close | after close |
| ASML | +2.53% | -1.80% | base | after close | after close | after close | after close |
| NVDA | +0.19% | -1.73% | base | after close | after close | after close | after close |
| AVGO | +1.58% | -1.81% | base | after close | after close | after close | after 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.
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Top Japanese Chip Stocks to Watch Going Into Q3 Earnings, According to Bernstein Yahoo Finance
Source: Yahoo Finance
Vaneck Etf Trust (SMH) since this story, compared with the market
| Company | When | Move | Status |
|---|---|---|---|
| Asml Holding (ASML) | three days earlier | -1.80% | final price |
| Asml Holding (ASML) | five days earlier | +2.53% | final price |
| Broadcom (AVGO) | three days earlier | -1.81% | final price |
| Broadcom (AVGO) | five days earlier | +1.58% | final price |
| Nvidia (NVDA) | three days earlier | -1.73% | final price |
| Nvidia (NVDA) | five days earlier | +0.19% | final price |
| Vaneck Etf Trust (SMH) | three days earlier | -3.38% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | +0.83% | final price |
| Ishares Tr (SOXX) | three days earlier | -3.37% | final price |
| Ishares Tr (SOXX) | five days earlier | +1.63% | final price |
| TSM | three days earlier | -2.85% | final price |
| TSM | five days earlier | +0.19% | final price |
Trades by members of Congress and officials 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 18 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 35 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 63 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Michael T. McCaul bought Asml Holding (ASML) (held by a spouse), worth $50,001 - $100,000 on 7 Aug 2026. That is 81 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Cleo Fields bought Nvidia (NVDA), worth $1,001 - $15,000 on 1 Oct 2026. That is 26 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Nvidia (NVDA) (held by a dependent child), worth $1,001 - $15,000 on 23 Sep 2026. That is 34 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Nvidia (NVDA) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 53 days before publication. Filed 7 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 32 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 34 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 41 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Advanced Micro Devices (AMD) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 53 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Advanced Micro Devices (AMD), worth $1,000,001 - $5,000,000 on 21 Aug 2026. That is 67 days before publication. Filed 8 Oct 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).
Companies in semiconductors around Vaneck Etf Trust (SMH)
Companies tied to this story
- SMH Vaneck Etf Trust
For “Top Japanese Chip Stocks to Watch Going Into Q3 Earnings, According to Bernstein,” 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
Ishares Tr (SOXX) is linked, with no stored direction, medium confidence in the 27 Oct 2026 story “Top Japanese Chip Stocks to Watch Going Into Q3 Earnings, According to Bernstein.” Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story
- EWJ Ishares
For “Top Japanese Chip Stocks to Watch Going Into Q3 Earnings, According to Bernstein,” Ishares (EWJ) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI Japan ETF holds stocks listed in Japan, which this story is about (“japanese”)
- AVGO Broadcom
For “Top Japanese Chip Stocks to Watch Going Into Q3 Earnings, According to Bernstein,” 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
- ASML Asml Holding
For “Top Japanese Chip Stocks to Watch Going Into Q3 Earnings, According to Bernstein,” Asml Holding (ASML) is linked, with no stored direction, medium confidence. Reason on file: 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
In “Top Japanese Chip Stocks to Watch Going Into Q3 Earnings, According to Bernstein,” Nvidia (NVDA) is linked, with no stored direction, medium confidence. Reason on file: Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story
- AMD Advanced Micro Devices
Advanced Micro Devices (AMD) is linked, with no stored direction, medium confidence in the 27 Oct 2026 story “Top Japanese Chip Stocks to Watch Going Into Q3 Earnings, According to Bernstein.” Reason on file: Advanced Micro Devices (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “chip” (semiconductors) in this story
Vaneck Etf Trust (SMH) and the semiconductors link
“Top Japanese Chip Stocks to Watch Going Into Q3 Earnings, According to Bernstein” (27 Oct 2026) reaches Vaneck Etf Trust (SMH) through Semiconductors.
Vaneck Etf Trust (SMH) is on the page because VanEck Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story
A second company, Ishares Tr (SOXX), is listed for a different reason: iShares Semiconductor ETF: it holds chipmakers. Linked by “chip” (semiconductors) in this story
Price levels for Vaneck Etf Trust (SMH)
EWJ traded between 95.11 and 99.98 across 20 sessions. The latest close on file is 97.33. SMH traded between 520.59 and 639.33 across 20 sessions. The latest close on file is 541.56. SOXX traded between 472.27 and 596.41 across 20 sessions. The latest close on file is 492.16.
A simple score for Vaneck Etf Trust (SMH)
54 out of 100
“Top Japanese Chip Stocks to Watch Going Into Q3 Earnings, According to Bernstein” scores 54 out of 100. The score uses 2 sources, and 7 linked companies.