TSMC is trading at $371.95 (5.2% down) in after-hours trading as global semiconductor stocks face renewed pressure from competition and AI infrastructure cost concerns.
- The move is largely attributed to a broader chip-sector sell-off rather than company-specific shocks.
- Operations at the Kumamoto, Japan plant have successfully restarted following a 7.1 magnitude earthquake.
- Investors are showing increased caution regarding the sustainability of high AI infrastructure spending across the industry.