TSMC決算が高い期待に届かず、アジア半導体株が急落

TSMC raised 2026 spending forecast, stoking margin worries and disappointing investors despite strong results.

Kioxia shares have lost half their value in recent weeks, leading losses in Asian chip stock tumble.

Chip equipment maker Lasertec likely impacted by TSMC's capex raise and industry selloff, though not explicitly mentioned.

Chip selloff and TSMC's capex raise signal potential overcapacity, but structural AI demand intact; NVIDIA as AI chip buyer faces indirect demand uncertainty.