Chart Library

PHLX Semiconductor (SOX): +235.9% over three years, to 11,137.

Leadership of chips over broad tech, against the real-yield backdrop.

Hyperscalers (equal-weight basket): +109.8% over three years, to 215.54.

Does the market still reward capex, or punish it (free-cash-flow squeeze)?

Semis: memory (equal-weight basket): +2,365.5% over three years, to 2,608.

Hynix/Samsung drive KOSPI; a weak won amplifies foreign flows.

TSMC (Taipei) (2330.TW): +345.1% over three years, to 2,475.

TSMC is roughly 40% of TAIEX; TWD strength confirms foreign buying.

Cloud & software (equal-weight basket): +82.1% over three years, to 145.80.

AI-winner (chips) vs AI-disrupted (seat-based software) rotation.

AI infrastructure: network, servers, power (equal-weight basket): +550.1% over three years, to 1,072.

Power and grid names are priced as growth; yields are their main enemy.

China tech (equal-weight basket): +58.5% over three years, to 114.80.

Relative value of China internet vs US tech, with the yuan as the policy gauge.

Indonesia digital, telco & data centres (equal-weight basket): +56.0% over three years, to 90.47.

Long-duration local growth names vs the index, against INDOGB yields.

Hyperscalers (equal-weight basket): +109.8% over three years, to 215.54.