https://policymaker.net/tags/semiconductors/ Recent content in semiconductors on Policymaker.net Hugo -- gohugo.io en-us Fri, 19 Jun 2026 00:00:00 +0000 https://policymaker.net/hormuz-reopens-and-equities-rotate-energy-sells-off-tech-leads-north-asia-soars/ Fri, 19 Jun 2026 00:00:00 +0000 https://policymaker.net/hormuz-reopens-and-equities-rotate-energy-sells-off-tech-leads-north-asia-soars/ The US-Iran deal is not a market mover in the usual sense. It is a rotation. Two premiums that had been pricing the same war collapsed at once — the energy premium embedded in crude and the geopolitical risk premium embedded in equities — and they unwound in the same session. For everything except one sector, the two forces pulled in the same direction, and the result was one of the sharpest risk-on moves of the year.