Japan's Reuters Tankan manufacturing index rises to plus 21 in September on semiconductor demand
Question
Japan's Reuters Tankan manufacturing index rises to plus 21 in September on semiconductor demand
Direct answer
Supports **JP225** and **JPY** through better cyclical growth expectations, while strengthening semiconductor-exposed names such as **8035.T** and **6857.T**.
- Original publisher
- Market Ontology
- Evidence through
- 2026-09-09
- Published
- 2026-10-20
- Revision
- 1 · 2026-10-20
Cite as: Market Ontology, “Japan's Reuters Tankan manufacturing index rises to plus 21 in September on semiconductor demand”, revision 1, evidence through 2026-09-09. https://marketontology.com/market-events/2026-09-09/japan-s-reuters-tankan-manufacturing-index-rises-to-plus-21-in-september-on-semi-155cb7
How this development reaches the affected companies
| Asset | Exposure and channel | Direction | Evidence |
|---|---|---|---|
| JP225 | stronger manufacturing sentiment improves Japan growth expectations and risk appetite | Up1-5d | Reuters Tankan manufacturing index rose to +21, the highest since December 2021 |
| JPY | firmer sentiment and expected BOJ tightening support the currency | Up1-5d | market reports cited yen strength alongside expectations for faster BOJ rate hikes |
| 8035.T | semiconductor demand lifts electronics earnings outlook | Up1-5d | electronics sentiment jumped to +39 on strong semiconductor and data-center demand |
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What happened next
| Asset | Call | Base close | +1 day | +5 days | +20 days |
|---|---|---|---|---|---|
| JPY | Upagreed | 38.96 2026-09-09 | -0.32% | +0.65% | +1.18% |
Closing prices from stored daily bars; returns measured from the last close on or before the event date. Not a recommendation.
Sources
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