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Iran said vessels sailing on routes parallel to US transit lanes in the Strait of Hormuz will face risk.

2026-07-13

Iran said vessels sailing on routes parallel to US transit lanes in the Strait of Hormuz will face risk.

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2026-07-13

Australia's S&P/ASX 200 opened up 15.1 points (0.17%) at 8,821.10 on Monday, July 13.

Australia's S&P/ASX 200 opened up 15.1 points (0.17%) at 8,821.10 on Monday, July 13.
2026-07-13

Semiconductor sector shows intra-sector rotation: funds are exiting broad chip names and reallocating into specific supply‑chain nodes. Packaging/test stocks such as Tongfu Microelectronics and JCET Group logged net inflows, while memory and chip‑des

Semiconductor sector shows intra-sector rotation: funds are exiting broad chip names and reallocating into specific supply‑chain nodes. Packaging/test stocks such as Tongfu Microelectronics and JCET Group logged net inflows, while memory and chip‑design names including GigaDevice, Huatian Technology, Beijing Junzheng, Baiwei Memory, Puran and Demingli saw large net outflows. Market takeaway: investors prefer packaging and advanced packaging as nearer‑term beneficiaries of AI compute expansion and onshore substitution order visibility, while memory and consumer‑electronics chains — after earlier gains and with remaining price‑cycle and demand uncertainty — are being taken down for profit.
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