Trump's pressure on the Taiwanese stock market may face a heavy blow? Hsieh Chin-ho revealed the "dual challenges in semiconductors": TSMC is under significant stress.
讀後心得
U.S. President Trump announced a 32% "reciprocal tariff" on multiple countries, triggering global trade tensions and causing market panic. Xie Jinhe, chairman of Financial Media, pointed out that the semiconductor industry was hit the hardest, with TSMC's market value evaporating by $42.3296 billion and its stock price falling by 36%. As tech stocks like NVIDIA plummeted, Taiwan's semiconductor industry faces dual pressures, raising concerns about its future development.
Recently, the President of the United States signed an executive order implementing so-called "reciprocal tariffs" against multiple countries, raising tariffs on Taiwan by 32%. Subsequently, China announced retaliatory tariffs on American goods, leading to an escalation of the global tariff war and increasing market panic. Industry observers indicate that the impact on the semiconductor industry is particularly significant.
Recent analyses suggest that since the launch of Deepseek by China on January 27, the semiconductor industry has faced severe damage. Prior to this, the U.S. President began promoting an AI development plan right after his inauguration, and the sudden emergence of Deepseek has shocked the entire industry. Currently, the market capitalization of semiconductor companies has dramatically evaporated, with Nvidia experiencing the most astonishing losses.
- Nvidia's stock price dropped from $153.13 to $92.01, with a market capitalization loss of up to $1.488 trillion.
- AMD's market capitalization also suffered, with its stock price declining from $227.3 to $83.67, a decrease of 63.19%.
- Additionally, AVGO's stock price fell from $251.88 to $139.17, resulting in a market capitalization loss of $529.7 billion.
Meanwhile, Taiwan's largest semiconductor company, TSMC, is also facing enormous pressure, with its stock price plummeting from $226.4 to $144.84. Before the opening of the Taiwanese stock market, TSMC's ADR had already dropped by 36%. Currently, the Philadelphia Semiconductor Index also shows a decline of 40.6%, reflecting the significant impact on the entire industry.
Experts predict that if the development of AI technology continues to be hindered, TSMC and the entire semiconductor industry may face unprecedented challenges. This shock is undoubtedly a severe blow to Taiwan.