Sumco (3436.T) — Technical state

Dailies

• Asian Chips — Korea’s chip exports more than tripled and the Kospi touched 7,000, with Tokyo shutMorning 10 · 21 Sept 2026
• Yen — the Bank of Japan hikes and the dollar holds 157: the carry trade pays, the lines held, chips +3.4% over $505Morning 10 · 18 Sept 2026Rubin closed +1.5% at 1,904.95 on its Foundry and Architects layers while its Japanese constituents fell 0.9% — Sumco −3.7%, Resonac −4.0% — which makes Tokyo Electron’s +4.2% this morning the first equipment name on either continent to…
• AI trade — the labs ask for a slowdown: Kospi −3.3%, SoftBank −11%, Nasdaq futures −1.2%, oil back above $106Morning 10 · 14 Sept 2026The Kospi fell 3.3% to 6,679, SK Hynix 6.7%, Samsung 4.0%; SoftBank lost 11.3% in Tokyo, its largest one-day fall since June; Kioxia fell 6.4%, Resonac 6.1%, SUMCO 3.6%.
• Asia’s chip rally fades into the close: Kospi touches 7,171 and ends under 7,000, Nikkei −1.2% on a 153 yen — and Lenovo drops 6%, Z.ai 10% in Hong KongMorning 10 · 8 Sept 2026The Nikkei closed at 65,596.37, down 1.2%, and the names that led Monday’s rally led Tuesday’s giveback: Murata −7.0%, Sumco −6.8%, Ibiden −5.9%, Disco −5.0%, Kioxia −2.8%, Tokyo Electron −2.6%, with Toyota and Honda down 3% to 4% on the…