TSMC is trading 3.39% down now at $46.22 as semiconductor shares sell off following Lam Research’s cautious outlook. - Lam Research cited near-term supply constraints; broader worries concern the costs and returns of AI infrastructure spending. - Falling technology shares and geopolitical tensions add to the broader risk-off backdrop. - A fatal construction accident at TSMC’s Kaohsiung site was reported October 21; available reporting does not establish it as the cause of the October 22 decline.