On September 14, Taiwan Semiconductor Manufacturing fell 3.15% in pre-market trading, trading at approximately $419.72 per share, with turnover of $8.2356 million.

On the news front, the semiconductor sector extended its recent corrective trend, with major industry names posting steep declines. Intel fell 5.59%, Micron Technology dropped 5.01%, Advanced Micro Devices slid 4.81%, Broadcom declined 3.10%, and NVIDIA fell 2.15%, reflecting broad-based selling pressure across the chip space. The sector had already been under strain in prior sessions, with the Philadelphia Semiconductor Index dropping over 2% and storage chip stocks leading losses amid rising interest rate expectations and valuation compression.

Fundamentally, Taiwan Semiconductor Manufacturing continues to demonstrate robust operational momentum. The company reported August revenue of NT$514.8 billion, a 53.3% year-over-year surge that marked a single-month record. Supply chain sources indicate the company has disclosed expansion targets for next year, aiming for 110,000 wafers per month at the 2nm node and 210,000 at 3nm. Despite capacity expansion at an unprecedented pace, demand driven by AI infrastructure buildout continues to outstrip supply. Analyst consensus projects quarterly revenue growth of 46.8%, while Stifel recently initiated coverage with a Buy rating and a $515 price target.

(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.)