🔴 SEMI.AX is trading 7.7% down today on global semiconductor rout and AI infrastructure concerns

SEMI.AX is trading 7.7% down today as investors unwind AI and chip exposure following TSMC’s aggressive capital expenditure plans, which have sparked concerns regarding the returns on massive infrastructure spending.

• The decline tracks a broader global semiconductor and technology selloff amid growing doubts about the durability of the AI boom.
• Rising geopolitical tensions are further weighing on major chipmakers and AI-related stocks as market sentiment shifts away from high-growth tech names.