On November 06, 2025, Taiwan Semiconductor Manufacturing (TSMC) announced plans to raise prices for advanced semiconductor nodes by 8% to 10%, affecting major clients like Apple, Nvidia, and AMD. This move comes amid strong financial health and robust demand for cutting-edge chips, particularly for AI applications. Simultaneously, TSMC faces increasing US pressure to boost advanced chip production in the US, potentially weakening Taiwan's domestic semiconductor ecosystem. The US also revoked a waiver allowing TSMC to supply chips to China, adding to geopolitical and operational risks. These factors, combined with broader market declines, contributed to TSMC's after-hours price drop to $289.64 (-1.36%).