---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42715435.md"
description: "$Taiwan Semiconductor(TSM.US) If such an earnings report can still drop sharply today, I feel the semiconductor sector is really unplayable. It's okay if it doesn't surge, but it can't plummet, otherwise the entire semiconductor sector is finished."
datetime: "2026-07-16T08:26:36.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42715435.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42715435.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42715435.md)
author: "[钓鱼翁](https://longbridge.com/en/profiles/19036083.md)"
---

# $Taiwan Semiconductor(TSM.US) If such an earnings …


### Related Stocks

- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)

## Comments (4)

- **彩子 · 2026-07-16T08:34:38.000Z**: Sigh, I'm really not feeling great right now. I thought it could at least hold steady today? Who knew it would drop straight through 400. Making money is so hard.
  - **钓鱼翁** (2026-07-16T08:44:37.000Z): Now the main focus is on the direction of opening funds. This level of earnings report, with a significant increase in capital expenditure, proves that overall semiconductor demand remains strong, esp
  - **Oscar.yw** (2026-07-16T08:46:37.000Z): Same. If the earnings report is good, they'll say all the money has been made by you, which is detrimental to the overall industry or unsustainable. If the earnings report is bad, they'll directly giv
  - **钓鱼翁** (2026-07-16T09:07:12.000Z): The main issue now is the lack of a killer application downstream that can fully cover the costs. What is the market worried about? AI chips. The market is concerned about when this completely disprop