Why Did Taiwan Semiconductor Manufacturing (NYSE:TSM) Shares Drop?
Published . Updated .
Asian technology shares came under pressure after concerns about a cooling artificial intelligence trade and weak U.S. earnings, and Taiwan Semiconductor Manufacturing (NYSE:TSM) was pulled into the selloff with a 1.8% decline in Taiwan trading. The recent pullback adds to a 1
Directly affected
- TSM Taiwan Semiconductor Manufacturing-8.8% 30d
Named in this report.
Indirectly affected
- SMH VanEck Semiconductor ETF-12.3% 30d
VanEck Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story.
- SOXX iShares Semiconductor ETF-15.7% 30d
iShares Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story.
- QQQ Invesco QQQ-2.6% 30d
Invesco QQQ: it holds the big tech and AI names. Linked by “artificial intelligence” (AI and big tech) in this story.
- EWT iShares MSCI Taiwan ETF+5.9% 30d
iShares MSCI Taiwan ETF holds stocks listed in Taiwan, which this story is about (“taiwan”).
- AAXJ iShares MSCI All Country Asia ex Japan ETF-6.5% 16d
iShares MSCI All Country Asia ex Japan ETF holds stocks listed in Asia, which this story is about (“asian”).
- ASML ASML Holding N.V+1.0% 18d
ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.
- NVDA Nvidia-9.9% 30d
Nvidia (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story.
- AVGO Broadcom-10.1% 30d
Broadcom (semiconductors and related devices): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (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 | +4.53% | +8.29% | base | after close | after close | after close | after close |
| SMH | +3.57% | +8.65% | base | after close | after close | after close | after close |
| SOXX | +4.40% | +10.71% | base | after close | after close | after close | after close |
| QQQ | +3.12% | +5.08% | base | after close | after close | after close | after close |
| EWT | +4.46% | +7.76% | base | after close | after close | after close | after close |
| AAXJNo price data for this ticker | — | — | — | — | — | — | — |
| ASML | +1.58% | +6.31% | base | after close | after close | after close | after close |
| NVDA | +5.49% | +5.17% | base | after close | after close | after close | after close |
| AVGO | +0.96% | +7.89% | base | after close | 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.
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Why Did Taiwan Semiconductor Manufacturing (NYSE:TSM) Shares Drop? Yahoo Finance
Source: Yahoo Finance
Price since this story was published: Vaneck Etf Trust (SMH)
| Company | When | Move | Status |
|---|---|---|---|
| Asml Holding (ASML) | three days earlier | +6.31% | final price |
| Asml Holding (ASML) | five days earlier | +1.58% | final price |
| Broadcom (AVGO) | three days earlier | +7.89% | final price |
| Broadcom (AVGO) | five days earlier | +0.96% | final price |
| Ishares (EWT) | three days earlier | +7.76% | final price |
| Ishares (EWT) | five days earlier | +4.46% | final price |
| NVDA | three days earlier | +5.17% | final price |
| NVDA | five days earlier | +5.49% | final price |
| QQQ | three days earlier | +5.08% | final price |
| QQQ | five days earlier | +3.12% | final price |
| Vaneck Etf Trust (SMH) | three days earlier | +8.65% | final price |
| Vaneck Etf Trust (SMH) | five days earlier | +3.57% | final price |
| Ishares Tr (SOXX) | three days earlier | +10.71% | final price |
| Ishares Tr (SOXX) | five days earlier | +4.40% | final price |
| Taiwan Semiconductor Manufacturing (TSM) | three days earlier | +8.29% | final price |
| Taiwan Semiconductor Manufacturing (TSM) | five days earlier | +4.53% | 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 23 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 40 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 68 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 9 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 86 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 30 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 31 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 39 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 37 days before publication. Filed 7 Oct 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 39 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Broadcom (AVGO), worth $1,001 - $15,000 on 16 Sep 2026. That is 46 days before publication. Filed 12 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).
Vaneck Etf Trust (SMH) on one side of this semiconductors story
Companies mentioned with this story
- SMH Vaneck Etf Trust
For “Why Did Taiwan Semiconductor Manufacturing (NYSE:TSM) Shares Drop?,” Vaneck Etf Trust (SMH) is linked, with no stored direction, medium confidence. Reason on file: VanEck Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story
- SOXX Ishares Tr
Ishares Tr (SOXX) is linked, with no stored direction, medium confidence in the 1 Nov 2026 story “Why Did Taiwan Semiconductor Manufacturing (NYSE:TSM) Shares Drop?.” Reason on file: iShares Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story
- EWT Ishares
In “Why Did Taiwan Semiconductor Manufacturing (NYSE:TSM) Shares Drop?,” Ishares (EWT) is linked, with no stored direction, medium confidence. Reason on file: iShares MSCI Taiwan ETF holds stocks listed in Taiwan, which this story is about (“taiwan”)
- TSM Taiwan Semiconductor Manufacturing
In “Why Did Taiwan Semiconductor Manufacturing (NYSE:TSM) Shares Drop?,” Taiwan Semiconductor Manufacturing (TSM) is linked, with no stored direction, medium confidence. Reason on file: Taiwan Semiconductor Manufacturing (semiconductors and related devices, with business in Taiwan): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story
- AVGO Broadcom
For “Why Did Taiwan Semiconductor Manufacturing (NYSE:TSM) Shares Drop?,” 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 “semiconductor” (semiconductors) in this story
- ASML Asml Holding
Asml Holding (ASML) is linked, with no stored direction, medium confidence in the 1 Nov 2026 story “Why Did Taiwan Semiconductor Manufacturing (NYSE:TSM) Shares Drop?.” Reason on file: ASML Holding N.V (special industry machinery): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story
- ASX ASE Technology Holding
For “Why Did Taiwan Semiconductor Manufacturing (NYSE:TSM) Shares Drop?,” ASE Technology Holding (ASX) is linked, with no stored direction, medium confidence. Reason on file: ASE Technology Holding (semiconductors and related devices, with business in Taiwan): chip demand, export rules and supply drive chipmakers' shares. Linked by “semiconductor” (semiconductors) in this story
How semiconductors news reaches Vaneck Etf Trust (SMH)
Vaneck Etf Trust (SMH) is the company in “Why Did Taiwan Semiconductor Manufacturing (NYSE:TSM) Shares Drop?,” the 1 Nov 2026 Semiconductors story.
What ties Vaneck Etf Trust (SMH) to the headline is this: VanEck Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story
Ishares Tr (SOXX) is here too. Its reason reads: iShares Semiconductor ETF: it holds chipmakers. Linked by “semiconductor” (semiconductors) in this story
Dates and price levels for Vaneck Etf Trust (SMH)
EWT traded between 110.67 and 118.47 across 18 sessions. The latest close on file is 113.48. SMH traded between 511.68 and 639.33 across 20 sessions. The latest close on file is 522.89. SOXX traded between 460.13 and 596.35 across 20 sessions. The latest close on file is 471.44.
A simple score for Vaneck Etf Trust (SMH)
46 out of 100
“Why Did Taiwan Semiconductor Manufacturing (NYSE:TSM) Shares Drop?” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.