TSMC shares fall amid tech sell-off and tariff concerns

Published 09/04/2025, 13:20
© Reuters.

Investing.com -- Shares of Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) fell 2% in premarket trading as investors continue to move away from technology stocks due to uncertainties surrounding tariffs.

Despite the downturn, Citi maintains a positive outlook on TSMC's ability to navigate through these challenges, citing the company's leading-edge technology.

Citi analyst Laura Chen highlighted that although TSMC's prior mid-20s % YoY revenue guidance for 2025E and its long-term growth CAGR could face downward risks, the company's strong technological position is expected to provide resilience.

However, Chen foresees "likely muted smartphone & PC shipments and decelerating AI investment" which has prompted a reduction in the price target to NT$1,050 from NT$1,400, while still maintaining a Buy rating on the stock.

TSM's shares are currently trading 37% below their January peak.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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