TSMC Stock Drops 4.1% as AI Rout Erases $2.18 Trillion from Seoul Market

Price Action Impact 4
โดย GuruFocus·Read original
Summary · why it matters

Taiwan Semiconductor Manufacturing fell approximately 4.1% in U.S. trading Wednesday as a severe Asian AI-stock rout spread across semiconductor markets. TSMC's Taipei-listed shares closed 3.5% lower, while South Korea's KOSPI fell as much as 12.6% before closing 6% lower, extending a two-day selloff that erased as much as $2.18 trillion from Seoul's equity market. Reuters attributed part of the decline to forced unwinding of leveraged positions after SK Hynix's record profit missed elevated expectations. The selloff contrasts with TSMC's underlying results, as the company recently reported a 77% increase in second-quarter profit to a record T$706.6 billion, exceeding the T$632.6 billion market forecast, and raised its 2026 capital-spending target to between $60 billion and $64 billion.

Impact on stocks 2

Semiconductors▲ · 2 stocks
© 2026 MarketDXNews