Taiwan Semiconductor Manufacturing Co. Ltd.2330
▼ ネガティブ資本関連度
Raised capex guidance to $60-64B and warned of margin dilution from overseas expansion and 2nm ramp.
銘柄への影響 5
Semiconductors
Taiwan Semiconductor Manufacturing Co. Ltd.
SK Hynix Inc000660
▼ ネガティブ需要関連度
Brokerage lowered Q2 earnings forecast 8% below consensus due to fixed-price HBM contracts missing spot price gains.
Vishay Intertechnology IncVSH
▼ ネガティブ資本関連度
Shares fell 8.5% as part of semiconductor selloff triggered by TSMC's capex reset and margin dilution concerns.
ASML Holding N.V.ASML
▼ ネガティブ資本関連度
Selloff began with ASML the day before; mentioned as trigger for broader sector decline.
Cloud & Digital Infrastructure
Western Digital CorporationWDC
▼ ネガティブ資本関連度
Shares fell 8.8% amid sector selloff; additional pressure from SK Hynix earnings forecast cut affecting memory stocks.