What’s happening with Taiwanese semiconductor stocks on Tuesday? – Taiwan Semiconductor (NYSE:TSM)

Taiwan Semiconductor Manufacturing Co., Ltd. TSM Stocks rose on Tuesday as Chinese semiconductor companies anxiously awaited updates from Taiwan Semiconductor, concerned about the expansion of bans affecting key industries such as smartphones and self-driving cars, SCMP reported. It’s falling.

Analysts at TrendForce told SCMP that Taiwan Semiconductor is likely to restrict shipments of advanced AI chips to mainland China more broadly in response to U.S. export restrictions.

TrendForce notes that Taiwan Semiconductor is continuously evaluating customer screening and product reviews, suggesting possible short-term restrictions beyond AI chips, with no impact on CPUs or automotive chips. He pointed out that it could be given.

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Taiwanese semiconductor stocks are falling on Tuesday.

Morningstar analyst Felix Lee told SCMP that Taiwan Semiconductor’s It highlighted concerns that expanded regulations could have a serious impact on mainland China’s chip design sector. He noted that SMIC’s capabilities remain limited due to U.S. export controls on critical tools.

Mainland China accounted for 11% of Taiwan Semiconductor’s third-quarter revenue, according to Visible Alpha data from S&P Global Market Intelligence.

On Tuesday, the Taiwan Semiconductor Board approved approximately $15.5 billion in capital expenditures for fab construction, installation of fab facility systems, introduction of advanced technology capabilities, and research and development capital investment in 2025.

The Board also approved the sale of unsecured bonds in multiple offerings in the domestic market, totaling up to NT$60 billion.

Reports last week showed that Taiwan Semiconductor’s U.S. investment strategy remains intact despite Donald Trump’s presidential victory and continued pursuit of Taiwan. The contract chip maker’s $65 billion expansion in Arizona is well underway.

Taiwan Semiconductor’s stock price has risen more than 89% since the beginning of the year.

Is Taiwan Semi stock worth buying?

Investors’ and traders’ stock buying and selling decisions depend on their time horizon and risk tolerance. Many average investors evaluate a particular stock’s earnings growth and valuation before making a decision.

For example, in the case of Taiwan Semiconductor, we can see that its revenue grew 7.78% in the last quarter. As an investor, you will want to determine whether the stocks in your portfolio are better or worse than what you would like.

In terms of valuation, Taiwan Semiconductor’s price-to-earnings ratio, a measure of how much investors are willing to pay for a company’s earnings, grew 84.46% year-over-year during the quarter. This puts it below similar companies in the field, such as NVIDIA, Broadcom, and Advanced Micro Devices. You have to decide whether it becomes more or less attractive based on what the long-term performance of the company will be.

There are many different metrics that can help you make decisions. Visit our Taiwan Semiconductor quote page to learn more, or if you want to explore more advanced programs, try Benzinga PRO for free.

Price Action: TSM stock is down 1.95% at $190.28 at last check on Tuesday.

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