TSMC Stocks Move Lower as November Sales Data Face a $53.3 Billion Quarterly Hurdle
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The first monthly reading of the new quarter arrives November 10.
Directly affected
- TSM Taiwan Semiconductor Manufacturing-9.5% 30d
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF-16.4% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “tsmc” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-20.8% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “tsmc” (semiconductors) in this story.
- ASML ASML Holding N.V-0.8% 16d
ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “tsmc” (semiconductors) in this story.
- NVDA Nvidia-8.4% 30d
Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “tsmc” (semiconductors) in this story.
- AVGO Broadcom-6.5% 30d
Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “tsmc” (semiconductors) in this story.
- AMD Advanced Micro Devices-21.3% 30d
Advanced Micro Devices (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “tsmc” (semiconductors) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| TSM | +8.61% | +0.30% | base | +0.33% | after close | after close | after close |
| SMH | +9.58% | +0.86% | base | -0.21% | after close | after close | after close |
| SOXX | +12.28% | +1.42% | base | -0.36% | after close | after close | after close |
| ASML | +7.25% | +0.88% | base | -1.87% | after close | after close | after close |
| NVDA | +4.25% | -0.87% | base | -1.66% | after close | after close | after close |
| AVGO | +5.97% | -1.78% | base | -2.16% | after close | after close | after close |
| AMD | +19.49% | +4.36% | base | +0.46% | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
TSMC Stocks Move Lower as November Sales Data Face a $53.3 Billion Quarterly Hurdle Yahoo Finance
Source: Yahoo Finance
14 earlier Taiwan Strait stories for Vaneck Etf Trust (SMH)
Vaneck Etf Trust (SMH) the next day, across 14 earlier stories: average +0.02%, largest gain +4.02%, largest drop -4.47%, from 14 prices.
| Company | When | Average | Largest gain | Largest drop | Prices |
|---|---|---|---|---|---|
| Vaneck Etf Trust (SMH) | the next day | +0.02% | +4.02% | -4.47% | 14 |
| Vaneck Etf Trust (SMH) | three days later | -2.55% | +8.57% | -8.91% | 11 |
| Ishares Tr (SOXX) | the next day | -0.02% | +4.09% | -5.09% | 12 |
| Ishares Tr (SOXX) | three days later | -2.47% | +9.75% | -11.22% | 9 |
| Broadcom (AVGO) | the next day | +0.32% | +3.19% | -5.10% | 13 |
| Broadcom (AVGO) | three days later | -1.73% | +8.84% | -5.85% | 11 |
| Asml Holding (ASML) | the next day | -0.26% | +2.46% | -3.58% | 14 |
| Asml Holding (ASML) | three days later | -2.74% | +6.57% | -7.02% | 11 |
- UC San Diego Partners with TSMC to Create Pipeline From the Classroom to Semiconductor Cleanroom
- TSMC Weighs Rare-Earth-Free Motors Amid China's Export Controls, Moves to Diversify Supply Chain [Taiwan Chip News]
- Intel's Near 30% Plunge Sparks Storm: Taiwan Stocks Open Down Over 800 Points, TSMC Falls Below NT$2,325
- TSMC, Samsung, and SK Hynix: Why This Investment Trust Is Reducing Its AI Exposure
- TSMC Stocks Rise as Record Profit Meets 2027 Caution
- TSMC Stocks Rise 2.5% as Its $53.3 Billion Sales Target Tests Margins
How far Vaneck Etf Trust (SMH) has moved since 4 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| Advanced Micro Devices (AMD) | that day | +0.46% | still updating |
| Advanced Micro Devices (AMD) | three days earlier | +4.36% | final price |
| Advanced Micro Devices (AMD) | five days earlier | +19.49% | final price |
| Asml Holding (ASML) | that day | -1.87% | still updating |
| Asml Holding (ASML) | three days earlier | +0.88% | final price |
| Asml Holding (ASML) | five days earlier | +7.25% | final price |
| Broadcom (AVGO) | that day | -2.16% | still updating |
| Broadcom (AVGO) | three days earlier | -1.78% | final price |
| Broadcom (AVGO) | five days earlier | +5.97% | final price |
| Nvidia (NVDA) | that day | -1.66% | still updating |
| Nvidia (NVDA) | three days earlier | -0.87% | final price |
| Nvidia (NVDA) | five days earlier | +4.25% | final price |
| Vaneck Etf Trust (SMH) | that day | -0.21% | still updating |
| Vaneck Etf Trust (SMH) | three days earlier | +0.86% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | +9.58% | final price |
| Ishares Tr (SOXX) | that day | -0.36% | still updating |
| Ishares Tr (SOXX) | three days earlier | +1.42% | final price |
| Ishares Tr (SOXX) | five days earlier | +12.28% | final price |
| TSM | that day | +0.33% | still updating |
| TSM | three days earlier | +0.30% | final price |
| TSM | five days earlier | +8.61% | final price |
Congressional trades in the stocks in this story
- Rep. Cleo Fields bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 9 Oct 2026. That is 26 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 22 Sep 2026. That is 43 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Taiwan Semiconductor Manufacturing (TSM) (held by a spouse), worth $1,001 - $15,000 on 25 Aug 2026. That is 71 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Kevin Hern sold Asml Holding (ASML) (jointly held), worth $15,001 - $50,000 on 23 Oct 2026. That is 12 days before publication. Filed 28 Oct 2026. View the filing.
- Rep. Michael T. McCaul bought Asml Holding (ASML) (held by a spouse), worth $50,001 - $100,000 on 7 Aug 2026. That is 89 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Pete Sessions sold Nvidia (NVDA) (held by a spouse), worth $15,001 - $50,000 on 2 Oct 2026. That is 33 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Cleo Fields bought Nvidia (NVDA), worth $1,001 - $15,000 on 1 Oct 2026. That is 34 days before publication. Filed 22 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Nvidia (NVDA) (held by a dependent child), worth $1,001 - $15,000 on 23 Sep 2026. That is 42 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 40 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. John J McGuire III sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 24 Sep 2026. That is 41 days before publication. Filed 1 Nov 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a dependent child), worth $15,001 - $50,000 on 23 Sep 2026. That is 42 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Advanced Micro Devices (AMD) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 61 days before publication. Filed 7 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
How busy Taiwan Strait has been lately
Geopolitics Alpha has 4 stories about Taiwan Strait from the past 7 days and 53 stories from the past 30. That is slower than its usual pace over the past month. “TSMC Stocks Move Lower as November Sales Data Face a $53.3 Billion Quarterly Hurdle” is tagged to Taiwan Strait.
Who gains and who pays if Taiwan Strait stays in the story
Companies mentioned with this story
- SMH Vaneck Etf Trust
In “TSMC Stocks Move Lower as November Sales Data Face a $53.3 Billion Quarterly Hurdle,” Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence. Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “tsmc” (semiconductors) in this story
- SOXX Ishares Tr
In “TSMC Stocks Move Lower as November Sales Data Face a $53.3 Billion Quarterly Hurdle,” Ishares Tr (SOXX) is linked, with no stored direction, medium confidence. Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “tsmc” (semiconductors) in this story
- AVGO Broadcom
For “TSMC Stocks Move Lower as November Sales Data Face a $53.3 Billion Quarterly Hurdle,” Broadcom (AVGO) is linked, with no stored direction, medium confidence. Reason on file: Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “tsmc” (semiconductors) in this story
- ASML Asml Holding
Asml Holding (ASML) is linked, with no stored direction, medium confidence in the 4 Nov 2026 story “TSMC Stocks Move Lower as November Sales Data Face a $53.3 Billion Quarterly Hurdle.” Reason on file: ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “tsmc” (semiconductors) in this story
- NVDA Nvidia
For “TSMC Stocks Move Lower as November Sales Data Face a $53.3 Billion Quarterly Hurdle,” Nvidia (NVDA) is linked, with no stored direction, medium confidence. Reason on file: Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “tsmc” (semiconductors) in this story
- AMD Advanced Micro Devices
For “TSMC Stocks Move Lower as November Sales Data Face a $53.3 Billion Quarterly Hurdle,” Advanced Micro Devices (AMD) is linked, with no stored direction, medium confidence. Reason on file: Advanced Micro Devices (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “tsmc” (semiconductors) in this story
How a Taiwan Strait shock reaches Vaneck Etf Trust (SMH)
Vaneck Etf Trust (SMH) is the company in “TSMC Stocks Move Lower as November Sales Data Face a $53.3 Billion Quarterly Hurdle,” the 4 Nov 2026 Taiwan Strait story.
Vaneck Etf Trust (SMH) is on the page because VanEck Semiconductor ETF: it holds chipmakers. Linked by “tsmc” (semiconductors) in this story
Also listed, Ishares Tr (SOXX): iShares Semiconductor ETF: it holds chipmakers. Linked by “tsmc” (semiconductors) in this story
The price range for Vaneck Etf Trust (SMH), and the dates in the story
AVGO traded between 319.31 and 376.97 across 20 sessions. The latest close on file is 332.07. SMH traded between 506.51 and 639.33 across 20 sessions. The latest close on file is 508.07. SOXX traded between 452.10 and 596.35 across 20 sessions. The latest close on file is 453.73.
What the saved facts support for Vaneck Etf Trust (SMH)
46 out of 100Price not final
“TSMC Stocks Move Lower as November Sales Data Face a $53.3 Billion Quarterly Hurdle” scores 46 out of 100. The score uses 1 sources, and 6 linked companies. The price is not final yet.