Taiwan Semiconductor is trading 4.1% down today at $45.40 as part of a broader semiconductor sector sell-off driven by valuation concerns and profit-taking following the recent AI rally.
- The decline closely tracks a 3.5% drop in the SOXX index amid renewed fears regarding China’s chipmaking progress and potential trade policy shifts.
- With no company-specific news reported today, the move reflects wider industry worries about the sustainability of long-term AI spending.