TSMC is trading 6.02% down now at $411.29 as the broader chip rout and rate concerns add pressure.
- Third-quarter profit hit a record and beat forecasts; management struck a cautious note about 2027, while investors weighed margin pressure from the 2nm ramp and overseas fabs.
- Semiconductor shares are selling off amid hotter U.S. inflation, concerns about AI investment sustainability and higher borrowing costs; available reports do not establish that earnings alone explain the live-session decline.