Taiwan Semiconductor is trading 5.3% down today at $70,350 ARS as investors react to operational disruptions at its new Kumamoto facility following a magnitude-7.1 earthquake.
- The quake temporarily halted operations at the flagship overseas plant, raising fresh concerns regarding supply-chain stability and capital expenditure risks.
- The stock is lagging behind a broader rebound in the semiconductor sector as markets reassess near-term production impacts and the company’s growing exposure to Japan.