🔴 TSMC is trading 3.38% down today as semiconductor stocks retreat broadly

TSMC is trading 3.38% down now at $45.18 as semiconductor stocks retreat broadly.

• The sector faces pressure from high AI-related valuations, disappointment over Samsung’s shareholder-return plan, and caution ahead of Nvidia’s August 26 earnings report.
• No clear negative TSMC-specific catalyst emerged on August 24, 2026.
• Nvidia CEO Jensen Huang’s Taiwan meetings focus on securing future capacity; heavy rain has not disrupted TSMC operations.