Japan's Nikkei 225 fell more than 1.3% in early Tuesday trade as semiconductor
heavyweights slid after a drop in Samsung Electronics shares weighed on regional
tech. Iwai Cosmo Securities chief strategist Kazuaki Shimada said markets are
reassessing Samsung — the storage-chip maker beat expectations on results but
its share price fell. Japanese storage supplier Kioxia plunged over 10%;
chip-equipment stocks Advantest and Tokyo Electron also declined. Shimada
described the moves as "a healthy correction of a distorted market", saying
investors are selling chip-exposed names and rotating into now-cheaper value
stocks.
