On September 14, Taiwan Semiconductor Manufacturing fell 3.34% in regular trading, trading at $420.7/share, with turnover of $7.64 billion. The decline came amid a broad semiconductor sector rout that weighed heavily on the stock despite robust fundamentals.
All three major U.S. indices opened lower, with the Nasdaq down 1.20%, as risk appetite retreated broadly. The semiconductor sector bore the brunt of selling pressure, with Marvell Technology and ARM each falling over 7%, Intel and ASML dropping over 6%, and Broadcom declining over 3%. The systemic sector-wide selloff was the primary driver behind the stock's weakness.
On the fundamental side, the company recently reported August revenue of NT$514.8 billion, a 53.3% year-over-year surge that set a new monthly record. Supply chain sources indicate the company has disclosed expansion targets for next year — 2nm monthly capacity rising to 110,000 wafers and 3nm reaching 210,000 wafers — with AI-driven demand continuing to outstrip supply. The current pullback appears attributable to sector-level systematic selling pressure rather than any deterioration in the company's business fundamentals.
(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)