• TSM.BA is trading 0.99% up now at $76,550.00, rebounding modestly.
  • Taiwan Semiconductor Manufacturing (TSM) is expected to increase its full-year 2026 guidance and 2027 capital expenditures, driven by strong AI chip demand and full utilization of its 3nm capacity.
  • This positive company-specific outlook comes as the broader semiconductor sector grapples with recent volatility and a sharp selloff from July 07, 2026, stemming from broad risk-off sentiment and geopolitical jitters affecting AI and semiconductor stocks.