Geopolitics Alpha

TSMC Stocks Rise as Record Profit Meets 2027 Caution

Published . Updated .

TAIWAN STRAITTSMC Stocks Rise as Record ProfitMeets 2027 CautionTSMGEOPOLITICS ALPHA

This report is about semiconductors.

Directly affected

  • TSM Taiwan Semiconductor Manufacturing+2.6% 30d

    Named in this report.

Indirectly affected

  • SMH VanEck Semiconductor ETF-0.1% 30d

    VanEck Semiconductor ETF: it holds chipmakers. Linked by “tsmc” (semiconductors) in this story.

  • SOXX iShares Semiconductor ETF-1.3% 30d

    iShares Semiconductor ETF: it holds chipmakers. Linked by “tsmc” (semiconductors) in this story.

  • ASML ASML Holding N.V-10.0% 30d

    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+1.8% 30d

    Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “tsmc” (semiconductors) in this story.

  • AVGO Broadcom-3.0% 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+5.4% 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

TickerT-5T-3T-1T0T+1T+2T+3
TSM+0.05%+3.13%base+1.10%+3.73%+4.51%after close
SMH+3.17%+4.37%base+0.78%+4.02%+4.93%after close
SOXX+3.68%+5.17%base+0.60%+4.09%+5.63%after close
ASML+5.10%+4.41%base+0.67%+2.09%+2.87%after close
NVDA+0.87%+1.95%base-0.35%+2.03%+1.86%after close
AVGO+1.67%+3.45%base-0.12%+2.25%+5.28%after close
AMD+4.06%+5.15%base+1.64%+4.69%+8.07%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.

Market Call

Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.

TSMC Stocks Rise as Record Profit Meets 2027 Caution Yahoo Finance

Source: Yahoo Finance

Taiwan Strait

CompanyWhenMoveStatus
AMDthat day+1.64%final price
AMDthe next day+4.69%final price
AMDtwo days later+8.07%still updating
AMDthree days earlier+5.15%final price
AMDfive days earlier+4.06%final price
ASMLthat day+0.67%final price
ASMLthe next day+2.09%final price
ASMLtwo days later+2.87%still updating
ASMLthree days earlier+4.41%final price
ASMLfive days earlier+5.10%final price
AVGOthat day-0.12%final price
AVGOthe next day+2.25%final price
AVGOtwo days later+5.28%still updating
AVGOthree days earlier+3.45%final price
AVGOfive days earlier+1.67%final price
NVDAthat day-0.35%final price
NVDAthe next day+2.03%final price
NVDAtwo days later+1.86%still updating
NVDAthree days earlier+1.95%final price
NVDAfive days earlier+0.87%final price
SMHthat day+0.78%final price
SMHthe next day+4.02%final price
SMHtwo days later+4.93%still updating
SMHthree days earlier+4.37%final price
SMHfive days earlier+3.17%final price
SOXXthat day+0.60%final price
SOXXthe next day+4.09%final price
SOXXtwo days later+5.63%still updating
SOXXthree days earlier+5.17%final price
SOXXfive days earlier+3.68%final price
TSMthat day+1.10%final price
TSMthe next day+3.73%final price
TSMtwo days later+4.51%still updating
TSMthree days earlier+3.13%final price
TSMfive days earlier+0.05%final price

Trades by members of Congress and officials in the stocks in this story

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

Taiwan Strait

Geopolitics Alpha has 1 story about Taiwan Strait from the past 7 days and 50 stories from the past 30. That is slower than its usual pace over the past month. “TSMC Stocks Rise as Record Profit Meets 2027 Caution” is tagged to Taiwan Strait.

How solid “TSMC Stocks Rise as Record Profit Meets 2027 Caution” looks

12 out of 100Price not final

“TSMC Stocks Rise as Record Profit Meets 2027 Caution” scores 12 out of 100. The score uses 1 sources. The price is not final yet.