Cross-Market Impact
74
US AI → Japan Semiconductor US AI → Japan Semiconductor
Japan ↔ US Cross-Market Radar · US / JP
Japan Semiconductor Equipment is the Japan basket to watch from US AI: US driver +0.5% vs JP basket +7.8%.
Cross-Market Impact
Moderate
Cross-Market
2026-10-02
Driver summary: US AI driver mixed (+0.5% avg, 1.3% avg abs)
Japan basket: Japan Semiconductor Equipment positive (+7.8% avg, 2.1x avg volume)
Impact score: 74
Heuristic rank: 34/100
US direction: mixed
JP direction: positive
JP average volume: 2.1x
Tokyo alignment state: Opening check required; strength moderate
Top driver moves: AVGO -2.1%, SMH +1.4%
JP volume check: 8035 4.2x vol, 6857 1.6x vol
Score parts: driver 12, catalyst 18, basket 18, Japan 20, gap 6, stale -0