TSMC is trading 3.32% down at BRL 262.76 after broad semiconductor-sector selling and profit-taking.
- Investors are rebalancing technology exposure ahead of Nvidia’s earnings; Technology Equipment fell 2.22%, and major chip stocks also declined.
- TSMC’s higher $60–$64 billion 2026 capital budget is raising concerns about margins, cash flow, and valuation.
- Nvidia’s Taiwan visit was positive operationally but did not offset sector-wide risk reduction.