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The Week

KSTR.US closed the week at $19.37, up 0.36%, while the S&P 500 fell 0.47%—the ETF outpaced the benchmark by roughly 0.83 percentage points. The session followed a rally-then-pullback pattern: prices opened at $19.23 on Monday, held above $19.50 on Tuesday and Wednesday and touched a weekly high of $19.75, slipped to the $19.13 area on Thursday and settled at $18.85, then rebounded to $19.37 on Friday. Weekly amplitude was 4.89%, and average daily volume of 887,015 shares sat about 17.85% above the median, pointing to stronger participation. The week’s high of $19.75 remained well below the mid-August range high of $25.95, with prices trading under the 60-day moving average.

Sector News

Semiconductor and AI-related headlines were dense this week. Nvidia reportedly landed $35bn in chip orders from Chinese companies, while Samsung and SK Hynix were said to be upgrading their China plants to make more advanced chips. Montage Technology guided to strong third-quarter growth on AI-driven chip demand, with CLSA and Morgan Stanley noting better-than-expected interconnect margins. At the same time, Micron’s CTO downplayed a new memory design as complex and costly, even as Chinese rival CXMT made progress in DRAM technology. South Korean and Taiwan chip, PCB, CCL and MLCC stocks advanced at one point, while Hong Kong’s Hang Seng Tech index slid to a more than two-year low. The tone across the AI chip chain stayed mixed—structural catalysts on one side, pressure from the US tech sell-off on the other.

The Week Ahead

The coming week is heavy on US macro and housing data. The Dallas Fed manufacturing business activity index is due on 26 October, with a prior reading of 9.8. On 27 October, a batch of releases lands together: durable goods orders (prior -0.1, forecast 1.5), durable goods ex-transport, FHFA house prices, the Case Shiller 20-city index, new home sales and consumer confidence. For the chip complex, follow-up on Samsung and SK Hynix’s China upgrades and confirmation around AI chip orders could keep steering risk appetite across regional semiconductor and STAR Market proxies.

In Short

KSTR.US closed higher against a weaker US market, with wider intraday swings and above-median volume, yet the weekly high never cleared $20 and prices stayed below the 60-day moving average. Sector news was two-sided: Nvidia’s China orders, the Samsung and SK Hynix expansions, and Montage’s guidance offered structural support, while the offshore tech sell-off and memory-chip debate acted as a drag. The latest single-day capital flow showed large-lot money tilting to the sell side and mixed small- and medium-lot direction, leaving no clean signal. The question ahead is whether next week’s US macro releases steady risk appetite, and whether chip-order news can push prices back toward the moving-average zone above.

This article is generated by LongbridgeAI from market data, for information only and not investment advice.