Semiconductor stocks are experiencing a significant sell-off, extending from the previous session, after industry bellwether Taiwan Semiconductor Manufacturing Co. (TSMC) raised its capital expenditure forecast. [3, 10, 17] This has fueled investor concerns about rising costs and pressure on future profitability. The decline is also attributed to broader anxieties that the rapid pace of AI-related spending is unsustainable, leading to profit-taking in a sector that has seen substantial gains and now faces concerns over stretched valuations. [9, 13, 15]