🟢 Taiwan Semiconductor is trading 5% up today as AI-chip demand overwhelms CoWoS capacity

Taiwan Semiconductor is trading at $50.00 (+4.98%) after reports that AI-chip demand is overwhelming TSMC’s CoWoS capacity and shifting some work to Intel’s Malaysian facility.

• Some advanced-packaging orders are reportedly moving to Intel Malaysia, reflecting exceptionally strong customer demand.
• The collaboration helps explain the stock’s resilience despite broader semiconductor-sector weakness.
• Semiconductor stocks broadly face pressure from rising Treasury yields, oil prices, and Middle East tensions.