SOXQ is trading at $93.00 (+1.83%) as tightening HBM supply and strong AI-data-center demand support chip valuations.

  • Semiconductor leadership is extending the September 17 rally; Micron’s new 512GB DDR5 server module and capacity expansion reinforce the memory-shortage narrative.
  • U.S. futures are higher, while Asian technology markets rallied.
  • The BoJ’s expected 25-basis-point hike was interpreted as gradual rather than aggressively hawkish.