TWSE:2330Semiconductor
TSMC Stock Leads 3 AI Chip Shares Facing New Pressure
Global chip stocks are under pressure after China’s Kimi K3 AI model showed it can run on less advanced hardware, just as companies such as TSMC commit tens of billions of dollars to new capacity. With the Philadelphia Semiconductor Index down 4% and major semiconductor stocks sliding, investors are suddenly questioning how much AI spending is too much and which business models are most exposed if cheaper chips prove “good enough.” This article examines three stocks directly exposed to this...