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Asian stocks diverged on Tuesday as South Korea's KOSPI struggled to shake off pressure on semiconductor shares while Japan's Nikkei 225 recovered, leaving the region's two most AI-sensitive markets moving in opposite directions ahead of key US and Japanese rate decisions. The KOSPI fell as much as 0.76% in early Seoul trading before paring most of the decline, extending a difficult stretch after Monday's sharp…

South Korea and the United States are discussing semiconductor investments in the U.S. as ​part of broader bilateral talks, a Seoul official told reporters on ‌Friday.

The chairman of JPMorgan Asset Management's market and investment strategy warned on chip stocks within a day of their peak.

SMH delivered a jaw-dropping year, yet three semiconductor funds quietly left it in the dust by betting on corners of the chip market that most investors completely ignored.

The Trump administration is considering a new ​round of sweeping tariffs on semiconductors, Politico ‌reported on Thursday citing eight people familiar with discussions.