Aug 10, 2026 · 7 min
Nvidia boost lifts Taiwan tech as yen weakness tests Japan
Delta Electronics Jumps, Recruit Soars, Zhongji Innolight Drops
The episode connects company-specific market moves with broader pressures from US restrictions, earnings surprises, and possible Japanese currency intervention.
- 1Nvidia-linked investment reports propelled Taiwanese data-center power stocks and broader local technology shares.
- 2Recruit surged after exceeding profit projections, marking one of the episode’s major Japan-related earnings moves.
- 3Chinese optical-transceiver stocks fell amid US market exclusions while yen weakness raised the prospect of intervention.
Don't miss
The sharpest contrast comes between Nvidia-related gains in Taiwanese technology stocks and declines among Chinese optical-transceiver companies facing US exclusions.
The brief
The episode opens with a market roundup centered on how Nvidia’s reported investment in a Taiwanese data-center power producer boosted local technology stocks.
Recruit delivered one of Japan’s sharpest moves after beating profit projections, showing how earnings surprises can quickly reshape the market’s leaders.
The contrast turned sharper in China, where optical-transceiver companies such as Zhongji Innolight declined after US market exclusions weighed on investor sentiment.
The final thread is the Japanese yen’s continuing weakness and whether pressure on the currency could prompt further market intervention.
What was said on this episode
10 statements · 6 positive · 2 negative · 2 neutral
Nvidia’s investment is improving sentiment toward Taiwan’s data-center buildout.
“the fact that Nvidia is putting their massive balance sheet behind this team has really helped things”
Listen at 1:13
Delta Electronics has risen to its daily trading limit.
“Delta is up limit up”
Listen at 1:27
Taiwan technology stocks are rising sharply on data-center investment sentiment.
“Taiwan Limit up is up 10% and that market is on fire on this team”
Listen at 1:37
Recruit beat earnings expectations and rose about 20%.
“Recruit which was up around 20%. Now it's on special quotation they beat on earnings.”
Listen at 1:56
Software companies are benefiting from cheaper AI adoption.
“This is part of the big squeeze in software that even the US has been seeing and to a lesser extent in Europe as they kind of capitalize on cheaper AI.”
Listen at 2:10
Seiko Watches raised guidance and its stock rose 15%.
“Seiko watches is up 15% as well after they raised guidance”
Listen at 2:24
US exclusion of Chinese optical-transceiver companies has damaged investor positioning.
“the kind of excluding of this sector from the US has caused a real big dent in positioning”
Listen at 3:03
The Chinese optical-transceiver sector represents about 20% of the Chinese index.
“This is one of the biggest constituents of the Chinese index. It's around 20% of the Chinese index.”
Listen at 3:10
Zhongji Innolight fell 8.3% and eOptolink fell 7%.
“Zhongji enolite is down 8.3% and eOptolink is down 7”
Listen at 3:27
Dollar-leg movements probably matter more to dollar-yen than yen-specific factors.
“it probably is more important to the dollar yen what the dollar leg of the trade does”
Listen at 5:22
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Featuring
Bloomberg Audio Studios
Nvidia Corporation
Japanese yenListen to the full episode and explore every guest, topic, and moment on PodLume.