Asian equity markets posted gains on Thursday, buoyed by renewed investor confidence in the semiconductor sector.
The rally in technology shares helped offset broader market caution stemming from geopolitical tensions in the Middle East, which have pushed energy prices higher.
Brent crude oil climbed to a six-week high, reflecting persistent supply concerns linked to the escalating conflict in the region.
Despite the rise in energy costs, which typically weigh on equity valuations, the strength in chip-related stocks provided sufficient support for major indices including Japan's Nikkei and South Korea's Kospi.
The divergence between energy and technology performance underscores the complex risk calculus facing investors.
While geopolitical instability continues to drive a risk premium into oil markets, the structural demand for semiconductors remains a powerful counterweight.