Amkor and Himax Shares Fall as TSMC Capex Reset Triggers Semiconductor Selloff

Price ActionEarnings Impact 4
โดย Yahoo Finance·Read original
Summary · why it matters

Amkor and Himax shares fell sharply in afternoon trading after TSMC raised its capital expenditure guidance, triggering a broader semiconductor selloff. TSMC increased its 2026 capex outlook to $60–$64 billion from a prior ceiling of $56 billion, despite reporting record profits and raising its full-year revenue growth forecast to slightly above 40%. The higher spending plan shifted investor focus to free cash flow compression and margin dilution, with management guiding third-quarter operating margins about 70 basis points below consensus and warning that overseas expansion and 2-nanometer ramp costs would pressure gross margins in the second half. Amkor dropped 5.9% and Himax fell 6% as the market reassessed the cost of scaling AI manufacturing capacity across the sector.

Impact on stocks 4

Semiconductors▼ · 3 stocks
Amkor Technology Inc
AMKR
▼ NegativeCapitalrelevance

TSMC's capex reset triggers sector selloff, Amkor drops 5.9% on margin dilution concerns.

ASML Holding N.V.
ASML
▼ NegativeCapitalrelevance

ASML is mentioned as part of the broader semiconductor selloff triggered by TSMC's capex reset.

Spatial Computing / AR/VR▼ · 1 stocks
Himax Technologies Inc
HIMX
▼ NegativeCapitalrelevance

TSMC's capex reset triggers sector selloff, Himax falls 6% on margin dilution concerns.

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