The Nikkei 225 extended its losses on the Tokyo market on the morning of the 22nd, falling as much as ¥400. Selling spread mainly across AI-related semiconductor stocks, while declines in US semiconductor stocks also weighed on market sentiment.
On the morning of the 22nd, the Nikkei 225 fell approximately ¥400 from the previous day’s close on the Tokyo Stock Exchange, dropping at one point to below the ¥64,200 level. Selling spread to AI- and semiconductor-related stocks, weighing on the Nikkei 225.
Reports said that Lam Research, a US semiconductor manufacturing equipment maker, had issued revenue guidance for the October–December 2026 quarter that was in line with market expectations. Its shares fell sharply in after-hours trading, triggering selling in other US semiconductor-related stocks.
As of 10:00, trading value on the TSE Prime Market was approximately ¥1.8462 trillion, while trading volume was approximately 537.65 million shares. Tokyo Electron, SoftBank Group and Ibiden traded lower and weighed on the Nikkei 225, while Recruit, Sony Group and Trend traded higher.