Taiwan Semiconductor Manufacturing Co. Ltd.2330
± 混在資本関連度
TSMC raised capex guidance to $60-64B and raised revenue outlook, but margin dilution and free cash flow concerns caused a selloff.
銘柄への影響 7
Semiconductors
Taiwan Semiconductor Manufacturing Co. Ltd.
Microchip Technology IncMCHP
▼ ネガティブ資本関連度
TSMC's higher capex triggered sector-wide valuation pressure on free cash flow, dragging Microchip Technology down 5.3%.
ASML Holding N.V.ASML
▼ ネガティブ資本関連度
ASML's prior decline compounded the selloff, as market reassessed costs of scaling AI manufacturing capacity.
Intel CorporationINTC
言及
Information Technology
Nova LtdNVMI
▼ ネガティブ資本関連度
Nova fell 5.7% as TSMC's capex reset led to a semiconductor selloff, compressing valuations.
Quantum Computing
