News that Iran and the United States reached an agreement to end conflict in the Middle East pushed major Asian tech stocks broadly higher on June 15. Investors read the possibility of easing tensions in the region as a signal to increase appetite for risk assets, concentrating buying on semiconductor and artificial intelligence (AI)-related shares.

CNBC reported that Japan's SoftBank Group rose more than 12 percent intraday, marking the biggest gain among major Asian tech stocks.

Semiconductor-related shares also posted strong gains. Japan's chip equipment maker Tokyo Electron rose 9.19 percent, while semiconductor test equipment company Advantest gained 7.69 percent.

In South Korea, Samsung Electronics, a leading KOSPI chip stock, rose 4.65 percent and SK Hynix climbed 6.42 percent. In Taiwan, the world's largest foundry company TSMC gained 2.16 percent and Hon Hai Precision Industry, known as Foxconn, rose 2.5 percent.

Markets reflected expectations that the Middle East conflict could end early through stronger appetite for risk assets. Investors took the Iran-U.S. agreement as a signal that it could reduce military uncertainty and ease strains on energy transport and global supply chains.

Pakistan's Prime Minister Shehbaz Sharif said on June 14 that Iran and the United States agreed to a deal to end the conflict and decided to immediately and permanently halt military operations on all fronts. He said a formal signing ceremony is scheduled to be held in Switzerland on June 19.

U.S. President Donald Trump also said on his social media platform Truth Social that a deal with the Islamic Republic of Iran had been completed. Trump mentioned reopening the Strait of Hormuz and ending a U.S. naval blockade of Iran, stressing: "Let the oil flow again."

Tech stocks that have extended gains in recent weeks were also boosted by geopolitical relief on the day. SoftBank, Samsung Electronics and SK Hynix had already shown strong price momentum on expectations of expanding AI investment. Samsung Electronics and SK Hynix each surpassed a market capitalization of $1 trillion last month, and SoftBank recently became the most valuable company in Japan's stock market.

Some in the market raise the possibility that the rise may not be limited to a simple geopolitical rebound. Ekaterina Vigos, chief investment officer for Asia ex-Japan core investments at BNP Paribas Asset Management, said investors are adjusting some portfolios but still want "to stay in the AI race".

This shows that investors are keeping expectations for growth in the AI and semiconductor industries regardless of easing Middle East risks. Asian stock markets on the day were led higher by tech and semiconductor-related shares.

The industry views that if easing tensions in the Middle East becomes reality, stabilising energy prices and reduced supply-chain uncertainty could also support the investment environment for global technology companies. As a result, investors are focusing on how long two positive factors, easing geopolitical risks and growth in the AI industry, can extend the tech stock rally.