TSMC's Trading Volume Drops 23% to 22nd Place Amid Huawei AI Chip Concerns

On April 28, 2025, TSMC's trading volume reached 18.48 billion, a 23.13% decrease from the previous day, ranking 22nd in the day's stock market. TSMC's stock price fell by 1.03%.

TSMC's stock valuation has decreased following reports that Chinese tech giant Huawei is testing an AI chip that could compete with Nvidia's offerings. This development has raised concerns about the potential impact on TSMC's market position, as Huawei's advancements in AI technology could lead to reduced demand for TSMC's chips.

TSMC has acknowledged limited control over AI chip exports amid the Huawei controversy. This situation highlights the challenges TSMC faces in navigating the complex geopolitical landscape, particularly in relation to China's technological advancements and regulatory environment.

Despite recent declines, some analysts believe that TSMC's stock is now undervalued. The decline in TSMC's stock price is attributed to macroeconomic factors and the overall market sentiment, rather than specific issues within the company. This presents an opportunity for investors to consider TSMC as a potential investment, given its strong market position and technological capabilities.