Updated

Analysts flagged currency market signals as a potential early warning of further weakness in chip stocks, even as the semiconductor sector has been recovering since troughing on July 29. Sentiment got an additional boost from OpenAI's release of its latest 'Astra' model, which reinforced optimism about continued AI-driven demand for chips. Adding to the bullish tone, TSMC shares rose above an early buy point as chip stocks rallied broadly, with the move cited as a technical signal of strengthening momentum in the sector. The advance came even as some analysts continued to caution about currency-related crosscurrents that could pose risks to the rally's durability.