Taiwan Semiconductor is trading 3% down now at ARS 69,050.00 after investors reacted to record Q2 earnings overshadowed by a sharply higher capital expenditure plan and a massive $265 billion U.S. investment commitment.
- Market sentiment turned cautious as the scale of future spending required for AI infrastructure offset the company's record quarterly performance.
- The stock is also being pressured by a broad semiconductor sector sell-off as investors reassess rich AI valuations and the sustainability of heavy capital requirements.