On October 13, 2025, Taiwan’s economy ministry announced that China’s expanded rare earth export controls will not significantly impact Taiwan’s semiconductor industry, including TSMC, as the newly restricted elements are not essential for chip manufacturing. This reassurance comes amid heightened geopolitical tensions and follows a volatile week for TSM stock, which closed at $280.66 on October 10, 2025, down 6.41%. The news is considered major due to its direct relevance to TSMC’s supply chain stability and its coverage by multiple reputable sources.